Professional Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Professional Financial Advisors’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	$2.66M	Buy	3,614 +161	+5%	+$111K	0.46%	37
2026 Q1	$1.99M	Sell	3,453 -47	-1%	-$28.6K	0.41%	47
2025 Q4	$2.15M	Buy	3,500 +446	+15%	+$274K	0.44%	39
2025 Q3	$1.83M	Buy	3,054 +255	+9%	+$146K	0.39%	44
2025 Q2	$1.54M	Sell	2,799 -320	-10%	-$159K	0.36%	47
2025 Q1	$1.46M	Sell	3,119 -107	-3%	-$54.4K	0.37%	46
2024 Q4	$1.65M	Sell	3,226 -19	-0.6%	-$9.61K	0.42%	40
2024 Q3	$1.58M	Sell	3,245 -190	-6%	-$89.9K	0.41%	41
2024 Q2	$1.65M	Buy	3,435 +329	+11%	+$148K	0.45%	37
2024 Q1	$1.38M	Buy	3,106 +1,939	+166%	+$831K	0.39%	42
2023 Q4	$478K	Sell	1,167 -470	-29%	-$178K	0.16%	67
2023 Q3	$586K	Buy	1,637 +544	+50%	+$202K	0.27%	65
2023 Q2	$404K	Buy	+1,093	New	+$368K	0.21%	61
2022 Q4	–	Sell	-555	Closed	-$148K	–	361
2022 Q3	$148K	Sell	555 -4,597	-89%	-$1.39M	0.09%	83
2022 Q2	$1.44M	Buy	5,152 +4,787	+1,312%	+$1.49M	0.81%	24
2022 Q1	$132K	Sell	365 -1,473	-80%	-$523K	0.06%	96
2021 Q4	$731K	Buy	1,838 +367	+25%	+$142K	0.32%	53
2021 Q3	$526K	Buy	1,471 +1,108	+305%	+$408K	0.3%	48
2021 Q2	$129K	Sell	363 -1,173	-76%	-$394K	0.07%	107
2021 Q1	$490K	Sell	1,536 -133	-8%	-$42.5K	0.3%	52
2020 Q4	$524K	Buy	1,669 +121	+8%	+$35.5K	0.41%	48
2020 Q3	$417K	Buy	+1,548	New	+$420K	0.39%	52
2020 Q1	–	Sell	-17,693	Closed	-$3.76M	–	64
2019 Q4	$3.76M	Buy	+17,693	New	+$3.54M	3.57%	7

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Professional Financial Advisors's QQQ Position: Q2 2026 in Review

Professional Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 4.7% in Q2 2026, buying an estimated $111K and bringing the position to 3,614 shares worth $2.66M. The position accounts for 0.46% of the portfolio, ranked #37.

Professional Financial Advisors first reported a position in QQQ in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.76M in Q4 2019. 3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Professional Financial Advisors held 3,614 shares of Invesco QQQ Trust worth $2.66M as of Q2 2026.
Professional Financial Advisors bought 161 Invesco QQQ Trust shares in Q2 2026, an estimated $111K.
Invesco QQQ Trust made up 0.46% of Professional Financial Advisors's portfolio in Q2 2026, its #37 holding.
Professional Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 23 quarters since.
Professional Financial Advisors's Invesco QQQ Trust position peaked at $3.76M in Q4 2019.
3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.