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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 		$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
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. 3,826 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.
  • 3,826 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.