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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
Q2 		$622K Buy
845
+493
+140% +$339K 0.17% 129
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Resurgent Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 140% in Q2 2026, buying an estimated $339K and bringing the position to 845 shares worth $622K. The position accounts for 0.17% of the portfolio, ranked #129.

Resurgent Financial Advisors first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.1M in Q4 2021. 4,006 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Resurgent Financial Advisors held 845 shares of Invesco QQQ Trust worth $622K as of Q2 2026.
  • Resurgent Financial Advisors bought 493 Invesco QQQ Trust shares in Q2 2026, an estimated $339K.
  • Invesco QQQ Trust made up 0.17% of Resurgent Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Resurgent Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Invesco QQQ Trust position peaked at $13.1M in Q4 2021.
  • 4,006 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.