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

Resonant 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	$2.95M	Hold	4,000	–	–	0.14%	106
2026 Q1	$2.31M	Hold	4,000	–	–	0.12%	114
2025 Q4	$2.46M	Sell	4,000 -10	-0.2%	-$6.14K	0.14%	111
2025 Q3	$2.41M	Hold	4,010	–	–	0.14%	112
2025 Q2	$2.21M	Hold	4,010	–	–	0.14%	112
2025 Q1	$1.88M	Hold	4,010	–	–	0.13%	112
2024 Q4	$2.05M	Buy	4,010 +9	+0.2%	+$4.55K	0.15%	109
2024 Q3	$1.96M	Buy	4,001 +1	+0%	+$473	0.14%	113
2024 Q2	$1.92M	Hold	4,000	–	–	0.16%	108
2024 Q1	$1.78M	Hold	4,000	–	–	0.15%	118
2023 Q4	$1.64M	Hold	4,000	–	–	0.16%	119
2023 Q3	$1.44M	Hold	4,000	–	–	0.15%	111
2023 Q2	$1.48M	Hold	4,000	–	–	0.16%	108
2023 Q1	$1.29M	Hold	4,000	–	–	0.15%	111
2022 Q4	$1.07M	Hold	4,000	–	–	0.13%	114
2022 Q3	$1.07M	Hold	4,000	–	–	0.16%	107
2022 Q2	$1.12M	Hold	4,000	–	–	0.18%	101
2022 Q1	$1.45M	Sell	4,000 -428	-10%	-$152K	0.21%	89
2021 Q4	$1.76M	Hold	4,428	–	–	0.27%	76
2021 Q3	$1.59M	Sell	4,428 -32	-0.7%	-$11.8K	0.28%	77
2021 Q2	$1.58M	Hold	4,460	–	–	0.31%	71
2021 Q1	$1.43M	Hold	4,460	–	–	0.29%	75
2020 Q4	$1.4M	Sell	4,460 -594	-12%	-$174K	0.33%	67
2020 Q3	$1.41M	Sell	5,054 -1,279	-20%	-$347K	0.4%	54
2020 Q2	$1.57M	Buy	6,333 +54	+0.9%	+$12.1K	0.46%	45
2020 Q1	$1.2M	Buy	6,279 +25	+0.4%	+$5.29K	0.44%	76
2019 Q4	$1.33M	Buy	+6,254	New	+$1.25M	0.42%	75

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

AIA Group Hong Kong $7.95B AUM 28.94% 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

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

Resonant Capital Advisors held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 4,000 shares worth $2.95M. The position accounts for 0.14% of the portfolio, ranked #106.

Resonant Capital Advisors first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Resonant Capital Advisors held 4,000 shares of Invesco QQQ Trust worth $2.95M as of Q2 2026.
Resonant Capital Advisors left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.14% of Resonant Capital Advisors's portfolio in Q2 2026, its #106 holding.
Resonant Capital Advisors first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.