Purkiss Capital Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Purkiss Capital 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	$4.36M	Buy	5,919 +478	+9%	+$329K	1.66%	13
2026 Q1	$3.14M	Buy	5,441 +314	+6%	+$191K	1.38%	14
2025 Q4	$3.15M	Sell	5,127 -103	-2%	-$63.2K	1.48%	12
2025 Q3	$3.14M	Buy	5,230 +1,664	+47%	+$953K	1.5%	10
2025 Q2	$1.97M	Buy	3,566 +1,360	+62%	+$676K	1.09%	17
2025 Q1	$1.03M	Buy	2,206 +967	+78%	+$491K	0.78%	26
2024 Q4	$633K	Buy	+1,239	New	+$627K	0.55%	37

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

Purkiss Capital Advisors's QQQ Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Invesco QQQ Trust (QQQ) stake by 8.8% in Q2 2026, buying an estimated $329K and bringing the position to 5,919 shares worth $4.36M. The position accounts for 1.66% of the portfolio, ranked #13.

Purkiss Capital Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 1,995 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Purkiss Capital Advisors held 5,919 shares of Invesco QQQ Trust worth $4.36M as of Q2 2026.
Purkiss Capital Advisors bought 478 Invesco QQQ Trust shares in Q2 2026, an estimated $329K.
Invesco QQQ Trust made up 1.66% of Purkiss Capital Advisors's portfolio in Q2 2026, its #13 holding.
Purkiss Capital Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
1,995 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.