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

RTD 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 		$351K Buy
+476
New +$327K 0.04% 106

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

RTD Financial Advisors opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 476 shares worth $351K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings.

721 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • RTD Financial Advisors held 476 shares of Invesco QQQ Trust worth $351K as of Q2 2026.
  • Invesco QQQ Trust was a new RTD Financial Advisors position in Q2 2026.
  • Invesco QQQ Trust made up 0.04% of RTD Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • 721 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.