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My Personal CFO LLC’s Invesco QQQ Trust QQQ Stock Holding History

My Personal CFO LLC’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 		$10.6M Buy
14,401
+91
+0.6% +$62.6K 4.14% 6
2026
Q1 		$8.26M Sell
14,310
-384
-3% -$233K 3.62% 8
2025
Q4 		$9.03M Buy
+14,694
New +$9.02M 3.77% 6
2025
Q3 		– Sell
-15,469
Closed -$8.53M – 138
2025
Q2 		$8.53M Buy
15,469
+485
+3% +$241K 3.88% 6
2025
Q1 		$7.03M Sell
14,984
-392
-3% -$199K 3.54% 6
2024
Q4 		$7.86M Sell
15,376
-322
-2% -$163K 4.03% 5
2024
Q3 		$7.66M Buy
15,698
+44
+0.3% +$20.8K 4.2% 5
2024
Q2 		$7.5M Buy
15,654
+650
+4% +$292K 4% 6
2024
Q1 		$6.66M Buy
15,004
+45
+0.3% +$19.3K 3.84% 6
2023
Q4 		$6.13M Sell
14,959
-172
-1% -$65.3K 3.99% 6
2023
Q3 		$5.42M Buy
15,131
+594
+4% +$220K 4.38% 5
2023
Q2 		$5.37M Buy
14,537
+315
+2% +$106K 4.22% 5
2023
Q1 		$4.56M Buy
14,222
+6,398
+82% +$1.89M 3.9% 4
2022
Q4 		$3.79M Buy
7,824
+19
+0.2% +$5.25K 3.49% 5
2022
Q3 		$2.08M Sell
7,805
-6,431
-45% -$1.94M 3.17% 8
2022
Q2 		$3.99M Sell
14,236
-17
-0.1% -$5.28K 5.12% 4
2022
Q1 		$5.17M Sell
14,253
-455
-3% -$162K 5.35% 4
2021
Q4 		$5.85M Buy
+14,708
New +$5.68M 5.1% 4

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

My Personal CFO LLC's QQQ Position: Q2 2026 in Review

My Personal CFO LLC increased its Invesco QQQ Trust (QQQ) stake by 0.64% in Q2 2026, buying an estimated $62.6K and bringing the position to 14,401 shares worth $10.6M. The position accounts for 4.14% of the portfolio, ranked #6.

My Personal CFO LLC first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • My Personal CFO LLC held 14,401 shares of Invesco QQQ Trust worth $10.6M as of Q2 2026.
  • My Personal CFO LLC bought 91 Invesco QQQ Trust shares in Q2 2026, an estimated $62.6K.
  • Invesco QQQ Trust made up 4.14% of My Personal CFO LLC's portfolio in Q2 2026, its #6 holding.
  • My Personal CFO LLC first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.