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Moody Lynn & Lieberson’s Invesco QQQ Trust QQQ Stock Holding History

Moody Lynn & Lieberson’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
Q2 		$466K Sell
633
-10
-2% -$6.88K 0.02% 180
2026
Q1 		$371K Hold
643
– – 0.02% 196
2025
Q4 		$395K Sell
643
-19
-3% -$11.7K 0.02% 196
2025
Q3 		$397K Hold
662
– – 0.02% 194
2025
Q2 		$365K Hold
662
– – 0.02% 196
2025
Q1 		$310K Hold
662
– – 0.02% 201
2024
Q4 		$338K Hold
662
– – 0.02% 194
2024
Q3 		$323K Hold
662
– – 0.02% 204
2024
Q2 		$317K Buy
662
+50
+8% +$22.5K 0.02% 194
2024
Q1 		$272K Hold
612
– – 0.02% 206
2023
Q4 		$251K Buy
+612
New +$232K 0.02% 209
2023
Q3 		– Sell
-3,220
Closed -$1.19M – 215
2023
Q2 		$1.19M Sell
3,220
-515
-14% -$173K 0.1% 99
2023
Q1 		$1.2M Buy
+3,735
New +$1.1M 0.11% 99
2016
Q4 		– Sell
-45,160
Closed -$5.36M – 178
2016
Q3 		$5.36M Buy
+45,160
New +$5.21M 0.89% 44
2016
Q1 		– Sell
-8,070
Closed -$903K – 184
2015
Q4 		$903K Buy
+8,070
New +$900K 0.14% 95
2015
Q1 		– Sell
-32,192
Closed -$3.32M – 200
2014
Q4 		$3.32M Buy
32,192
+29,167
+964% +$2.95M 0.47% 65
2014
Q3 		$299K Hold
3,025
– – 0.04% 149
2014
Q2 		$284K Buy
+3,025
New +$270K 0.04% 164
2014
Q1 		– Sell
-2,720
Closed -$239K – 214
2013
Q4 		$239K Buy
+2,720
New +$227K 0.03% 178

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Moody Lynn & Lieberson's QQQ Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Invesco QQQ Trust (QQQ) stake by 1.6% in Q2 2026, selling an estimated $6.88K and leaving 633 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #180.

Moody Lynn & Lieberson first reported a position in QQQ in Q4 2013 and has held it in 19 quarters since. The position peaked at $5.36M in Q3 2016. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Moody Lynn & Lieberson held 633 shares of Invesco QQQ Trust worth $466K as of Q2 2026.
  • Moody Lynn & Lieberson sold 10 Invesco QQQ Trust shares in Q2 2026, an estimated $6.88K.
  • Invesco QQQ Trust made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #180 holding.
  • Moody Lynn & Lieberson first reported a position in Invesco QQQ Trust in Q4 2013 and has held it in 19 quarters since.
  • Moody Lynn & Lieberson's Invesco QQQ Trust position peaked at $5.36M in Q3 2016.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.