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 Q3	$2.67M	Sell	3,605 -9	-0.2%	-$6.43K	0.45%	39
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Professional Financial Advisors's QQQ Position: Q3 2026 in Review

Professional Financial Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.25% in Q3 2026, selling an estimated $6.43K and leaving 3,605 shares worth $2.67M. The position accounts for 0.45% of the portfolio, ranked #39.

Professional Financial Advisors first reported a position in QQQ in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.76M in Q4 2019. 436 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Professional Financial Advisors held 3,605 shares of Invesco QQQ Trust worth $2.67M as of Q3 2026.
Professional Financial Advisors sold 9 Invesco QQQ Trust shares in Q3 2026, an estimated $6.43K.
Invesco QQQ Trust made up 0.45% of Professional Financial Advisors's portfolio in Q3 2026, its #39 holding.
Professional Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 24 quarters since.
Professional Financial Advisors's Invesco QQQ Trust position peaked at $3.76M in Q4 2019.
436 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.