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Paladin Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History

Paladin Advisory 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 		$5.01M Sell
6,798
-181
-3% -$125K 3.32% 7
2026
Q1 		$4.03M Sell
6,979
-263
-4% -$160K 3.06% 9
2025
Q4 		$4.45M Buy
7,242
+188
+3% +$115K 3.25% 8
2025
Q3 		$4.24M Sell
7,054
-142
-2% -$81.3K 3.3% 7
2025
Q2 		$3.97M Buy
7,196
+807
+13% +$401K 3.03% 6
2025
Q1 		$3M Sell
6,389
-79
-1% -$40.1K 2.4% 11
2024
Q4 		$3.31M Sell
6,468
-299
-4% -$151K 2.53% 11
2024
Q3 		$3.3M Buy
6,767
+623
+10% +$295K 2.44% 12
2024
Q2 		$2.96M Buy
6,144
+175
+3% +$78.7K 2.31% 12
2024
Q1 		$2.66M Sell
5,969
-146
-2% -$62.6K 2.1% 18
2023
Q4 		$2.5M Sell
6,115
-3
-0% -$1.14K 2.07% 17
2023
Q3 		$2.19M Sell
6,118
-85
-1% -$31.5K 1.85% 18
2023
Q2 		$2.29M Buy
6,203
+126
+2% +$42.4K 1.84% 19
2023
Q1 		$1.95M Buy
+6,077
New +$1.79M 1.62% 20
2022
Q2 		– Sell
-4,468
Closed -$1.39M – 460
2022
Q1 		$1.62M Buy
+4,468
New +$1.59M 1.31% 24

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
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Paladin Advisory Group's QQQ Position: Q2 2026 in Review

Paladin Advisory Group reduced its Invesco QQQ Trust (QQQ) stake by 2.6% in Q2 2026, selling an estimated $125K and leaving 6,798 shares worth $5.01M. The position accounts for 3.32% of the portfolio, ranked #7.

Paladin Advisory Group first reported a position in QQQ in Q1 2022 and has held it in 15 quarters since. 2,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Paladin Advisory Group held 6,798 shares of Invesco QQQ Trust worth $5.01M as of Q2 2026.
  • Paladin Advisory Group sold 181 Invesco QQQ Trust shares in Q2 2026, an estimated $125K.
  • Invesco QQQ Trust made up 3.32% of Paladin Advisory Group's portfolio in Q2 2026, its #7 holding.
  • Paladin Advisory Group first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 15 quarters since.
  • 2,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.