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	$957K	Sell	1,300 -1,000	-43%	-$688K	0.27%	84
2026 Q1	$1.33M	Buy	+2,300	New	+$1.4M	0.48%	51
2025 Q1	–	Sell	-3,600	Closed	-$69.7K	–	190
2024 Q4	$69.7K	Buy	3,600 +700	+24%	+$354K	0.04%	176
2024 Q3	$84.5K	Sell	2,900 -1,100	-28%	-$521K	0.05%	178
2024 Q2	$13K	Sell	4,000 -9,800	-71%	-$4.41M	0.01%	176
2024 Q1	$141K	Buy	13,800 +7,500	+119%	+$3.22M	0.08%	186
2023 Q4	$217K	Buy	6,300 +2,700	+75%	+$1.02M	0.13%	157
2023 Q3	$275K	Sell	3,600 -1,600	-31%	-$593K	0.19%	119
2023 Q2	$333K	Sell	5,200 -3,100	-37%	-$1.04M	0.22%	104
2023 Q1	$1.05M	Sell	8,300 -2,600	-24%	-$767K	0.7%	35
2022 Q4	$2.03M	Sell	10,900 -3,500	-24%	-$968K	1.07%	14
2022 Q3	$2.57M	Sell	14,400 -8,900	-38%	-$2.69M	1.72%	7
2022 Q2	$3.74M	Sell	23,300 -3,000	-11%	-$931K	2.4%	5
2022 Q1	$2.55M	Sell	26,300 -3,000	-10%	-$1.07M	1.58%	10
2021 Q4	$2.27M	Buy	+29,300	New	+$11.3M	1.81%	10

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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. 4,014 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.
4,014 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.