SageGuard Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

SageGuard Financial Group’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	$18.5M	Sell	25,134 -2	-0%	-$1.38K	2.6%	7
2026 Q1	$14.5M	Buy	25,136 +796	+3%	+$484K	2.24%	11
2025 Q4	$15M	Buy	+24,340	New	+$14.9M	2.38%	12
2021 Q3	–	Sell	-20,240	Closed	-$7.17M	–	103
2021 Q2	$7.17M	Buy	20,240 +43	+0.2%	+$14.5K	3.26%	8
2021 Q1	$6.45M	Buy	20,197 +5,135	+34%	+$1.64M	3%	10
2020 Q4	$4.73M	Buy	+15,062	New	+$4.42M	2.28%	10

Other funds holding QQQ

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SageGuard Financial Group's QQQ Position: Q2 2026 in Review

SageGuard Financial Group reduced its Invesco QQQ Trust (QQQ) stake by 0.01% in Q2 2026, selling an estimated $1.38K and leaving 25,134 shares worth $18.5M. The position accounts for 2.6% of the portfolio, ranked #7.

SageGuard Financial Group first reported a position in QQQ in Q4 2020 and has held it in 6 quarters since. 2,756 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

SageGuard Financial Group held 25,134 shares of Invesco QQQ Trust worth $18.5M as of Q2 2026.
SageGuard Financial Group sold 2 Invesco QQQ Trust shares in Q2 2026, an estimated $1.38K.
Invesco QQQ Trust made up 2.6% of SageGuard Financial Group's portfolio in Q2 2026, its #7 holding.
SageGuard Financial Group first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 6 quarters since.
2,756 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.