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Sawyer & Company’s Invesco QQQ Trust QQQ Stock Holding History

Sawyer & Company’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 		– Sell
-6
Closed -$3.46K – 208
2026
Q1 		$3.46K Hold
6
– – ﹤0.01% 172
2025
Q4 		$3.69K Hold
6
– – ﹤0.01% 177
2025
Q3 		$3K Buy
+6
New +$3.44K ﹤0.01% 171
2025
Q2 		– Sell
-21
Closed -$10K – 212
2025
Q1 		$10K Hold
21
– – ﹤0.01% 150
2024
Q4 		$11K Sell
21
-11
-34% -$5.56K ﹤0.01% 151
2024
Q3 		$16K Hold
32
– – 0.01% 155
2024
Q2 		$15K Hold
32
– – 0.01% 148
2024
Q1 		$14.2K Hold
32
– – 0.01% 151
2023
Q4 		$13K Hold
32
– – 0.01% 158
2023
Q3 		$11K Buy
+32
New +$11.9K 0.01% 165

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Sawyer & Company's QQQ Position: Q2 2026 in Review

Sawyer & Company sold out of Invesco QQQ Trust (QQQ) in Q2 2026, closing a stake of 6 shares — an estimated $3.46K sold.

Sawyer & Company first reported a position in QQQ in Q3 2023 and held it in 10 quarters. The position peaked at $16K in Q3 2024. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Sawyer & Company reported no remaining Invesco QQQ Trust position as of Q2 2026 after selling out during the quarter.
  • Sawyer & Company sold 6 Invesco QQQ Trust shares in Q2 2026, an estimated $3.46K.
  • Sawyer & Company first reported a position in Invesco QQQ Trust in Q3 2023 and held it in 10 quarters.
  • Sawyer & Company's Invesco QQQ Trust position peaked at $16K in Q3 2024.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.