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

Resurgent 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
Q1 		$203K Buy
+352
New +$214K 0.07% 241
2025
Q4 		– Sell
-415
Closed -$249K – 223
2025
Q3 		$249K Buy
415
+50
+14% +$28.6K 0.12% 184
2025
Q2 		$201K Sell
365
-180
-33% -$89.5K 0.11% 183
2025
Q1 		$256K Buy
545
+2
+0.4% +$1.02K 0.15% 154
2024
Q4 		$278K Buy
543
+1
+0.2% +$506 0.16% 144
2024
Q3 		$264K Sell
542
-10
-2% -$4.73K 0.15% 148
2024
Q2 		$265K Sell
552
-348
-39% -$157K 0.16% 148
2024
Q1 		$399K Buy
900
+63
+8% +$27K 0.21% 125
2023
Q4 		$343K Sell
837
-670
-44% -$254K 0.21% 122
2023
Q3 		$540K Sell
1,507
-4,660
-76% -$1.73M 0.37% 72
2023
Q2 		$2.28M Sell
6,167
-3,570
-37% -$1.2M 1.5% 11
2023
Q1 		$3.12M Sell
9,737
-5,441
-36% -$1.61M 2.08% 5
2022
Q4 		$4.04M Sell
15,178
-1,932
-11% -$534K 2.13% 4
2022
Q3 		$4.57M Sell
17,110
-8,205
-32% -$2.48M 3.06% 3
2022
Q2 		$7.09M Sell
25,315
-6,233
-20% -$1.93M 4.55% 3
2022
Q1 		$11.4M Sell
31,548
-1,304
-4% -$463K 7.1% 1
2021
Q4 		$13.1M Buy
+32,852
New +$12.7M 10.42% 1

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resurgent Financial Advisors's QQQ Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in Invesco QQQ Trust (QQQ) in Q1 2026: 352 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #241 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in QQQ as recently as Q3 2025.

Resurgent Financial Advisors first reported a position in QQQ in Q4 2021 and has held it in 17 quarters since. The position peaked at $13.1M in Q4 2021. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Resurgent Financial Advisors held 352 shares of Invesco QQQ Trust worth $203K as of Q1 2026.
  • Invesco QQQ Trust was a new Resurgent Financial Advisors position in Q1 2026.
  • Invesco QQQ Trust made up 0.07% of Resurgent Financial Advisors's portfolio in Q1 2026, its #241 holding.
  • Resurgent Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 17 quarters since.
  • Resurgent Financial Advisors's Invesco QQQ Trust position peaked at $13.1M in Q4 2021.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.