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Patriot Financial Group Insurance Agency’s Invesco QQQ Trust QQQ Stock Holding History

Patriot Financial Group Insurance Agency’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
2023
Q1 		– Sell
-100
Closed -$26.6K – 485
2022
Q4 		$26.6K Buy
+100
New +$27.7K ﹤0.01% 424

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Patriot Financial Group Insurance Agency's QQQ Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Invesco QQQ Trust (QQQ) stake by 43% in Q2 2026, selling an estimated $2.49M and leaving 4,853 shares worth $3.57M. The position accounts for 0.37% of the portfolio, ranked #69.

Patriot Financial Group Insurance Agency first reported a position in QQQ in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.89M in Q1 2026. 3,322 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,853 shares of Invesco QQQ Trust worth $3.57M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,617 Invesco QQQ Trust shares in Q2 2026, an estimated $2.49M.
  • Invesco QQQ Trust made up 0.37% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #69 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 38 quarters since.
  • Patriot Financial Group Insurance Agency's Invesco QQQ Trust position peaked at $4.89M in Q1 2026.
  • 3,322 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.