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MJT & Associates Financial Advisory’s Invesco QQQ Trust QQQ Stock Holding History

MJT & Associates Financial Advisory’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$331K Hold
448
– – 0.21% 25
2026
Q2 		$330K Hold
448
– – 0.22% 29
2026
Q1 		$259K Hold
448
– – 0.19% 35
2025
Q4 		$275K Hold
448
– – 0.21% 34
2025
Q3 		$269K Hold
448
– – 0.22% 31
2025
Q2 		$247K Hold
448
– – 0.31% 35
2025
Q1 		$210K Buy
+448
New +$228K 0.2% 42

Other funds holding QQQ

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MJT & Associates Financial Advisory's QQQ Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 448 shares worth $331K. The position accounts for 0.21% of the portfolio, ranked #25.

MJT & Associates Financial Advisory first reported a position in QQQ in Q1 2025 and has held it in 7 quarters since. 699 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • MJT & Associates Financial Advisory held 448 shares of Invesco QQQ Trust worth $331K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.21% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #25 holding.
  • MJT & Associates Financial Advisory first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 7 quarters since.
  • 699 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.