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Nations Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Nations Financial Group’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 		$38M Sell
51,660
-1,154
-2% -$794K 1.82% 4
2026
Q1 		$30.5M Buy
52,814
+512
+1% +$311K 1.57% 5
2025
Q4 		$32.1M Buy
52,302
+4,359
+9% +$2.67M 1.69% 5
2025
Q3 		$28.8M Sell
47,943
-37
-0.1% -$21.2K 1.79% 4
2025
Q2 		$26.5M Buy
47,980
+2,378
+5% +$1.18M 1.82% 6
2025
Q1 		$21.4M Sell
45,602
-770
-2% -$391K 1.63% 7
2024
Q4 		$23.7M Buy
46,372
+154
+0.3% +$77.9K 1.73% 6
2024
Q3 		$22.6M Buy
46,218
+734
+2% +$347K 1.64% 7
2024
Q2 		$21.8M Buy
45,484
+2,757
+6% +$1.24M 1.78% 7
2024
Q1 		$19M Buy
42,727
+637
+2% +$273K 1.6% 7
2023
Q4 		$17.2M Buy
42,090
+2,274
+6% +$863K 1.6% 6
2023
Q3 		$14.3M Buy
39,816
+402
+1% +$149K 1.44% 8
2023
Q2 		$14.6M Buy
39,414
+1,591
+4% +$536K 1.43% 8
2023
Q1 		$12.1M Buy
37,823
+352
+0.9% +$104K 1.27% 10
2022
Q4 		$9.98M Sell
37,471
-472
-1% -$131K 1.12% 11
2022
Q3 		$10.1M Buy
37,943
+38
+0.1% +$11.5K 1.47% 11
2022
Q2 		$10.6M Sell
37,905
-681
-2% -$211K 1.43% 10
2022
Q1 		$14M Buy
38,586
+700
+2% +$249K 1.68% 9
2021
Q4 		$15.1M Buy
37,886
+1,250
+3% +$483K 1.98% 8
2021
Q3 		$13.1M Buy
36,636
+280
+0.8% +$103K 1.99% 8
2021
Q2 		$12.9M Buy
36,356
+909
+3% +$306K 2.16% 7
2021
Q1 		$11.3M Buy
35,447
+1,018
+3% +$326K 2.58% 4
2020
Q4 		$10.8M Buy
34,429
+1,835
+6% +$539K 2.84% 4
2020
Q3 		$9.06M Buy
32,594
+2,794
+9% +$758K 2.81% 3
2020
Q2 		$7.38M Buy
29,800
+3,039
+11% +$681K 2.62% 4
2020
Q1 		$5.09M Sell
26,761
-2,386
-8% -$505K 2.17% 5
2019
Q4 		$6.2M Sell
29,147
-936
-3% -$187K 2.14% 5
2019
Q3 		$5.93M Sell
30,083
-3,084
-9% -$585K 2.13% 4
2019
Q2 		$6.19M Sell
33,167
-3,190
-9% -$587K 4.09% 3
2019
Q1 		$6.53M Buy
36,357
+1,424
+4% +$242K 4.48% 2
2018
Q4 		$5.39M Sell
34,933
-3,407
-9% -$570K 4.32% 2
2018
Q3 		$7.12M Buy
38,340
+329
+0.9% +$59.5K 5.1% 2
2018
Q2 		$6.53M Sell
38,011
-4,629
-11% -$776K 5.45% 2
2018
Q1 		$6.83M Buy
42,640
+879
+2% +$145K 6.23% 2
2017
Q4 		$6.5M Buy
41,761
+89
+0.2% +$13.6K 5.96% 2
2017
Q3 		$6.06M Buy
41,672
+760
+2% +$109K 5.89% 2
2017
Q2 		$5.63M Buy
40,912
+312
+0.8% +$42.9K 4.63% 2
2017
Q1 		$5.38M Buy
40,600
+642
+2% +$82K 5.24% 1
2016
Q4 		$4.73M Buy
39,958
+2,072
+5% +$244K 5.11% 1
2016
Q3 		$4.5M Buy
37,886
+535
+1% +$61.7K 4.45% 1
2016
Q2 		$4.02M Sell
37,351
-764
-2% -$82.6K 4.21% 1
2016
Q1 		$4.16M Buy
38,115
+6,960
+22% +$723K 4.78% 1
2015
Q4 		$3.48M Buy
+31,155
New +$3.48M 4.53% 1

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

Nations Financial Group's QQQ Position: Q2 2026 in Review

Nations Financial Group reduced its Invesco QQQ Trust (QQQ) stake by 2.2% in Q2 2026, selling an estimated $794K and leaving 51,660 shares worth $38M. The position accounts for 1.82% of the portfolio, ranked #4.

Nations Financial Group first reported a position in QQQ in Q4 2015 and has held it in 43 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Nations Financial Group held 51,660 shares of Invesco QQQ Trust worth $38M as of Q2 2026.
  • Nations Financial Group sold 1,154 Invesco QQQ Trust shares in Q2 2026, an estimated $794K.
  • Invesco QQQ Trust made up 1.82% of Nations Financial Group's portfolio in Q2 2026, its #4 holding.
  • Nations Financial Group first reported a position in Invesco QQQ Trust in Q4 2015 and has held it in 43 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.