SC&H Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

SC&H 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	$1.36M	Buy	1,847 +94	+5%	+$64.7K	0.18%	59
2026 Q1	$1.01M	Buy	1,753 +59	+3%	+$35.8K	0.15%	65
2025 Q4	$1.04M	Buy	1,694 +196	+13%	+$120K	0.16%	64
2025 Q3	$899K	Buy	1,498 +147	+11%	+$84.2K	0.15%	72
2025 Q2	$745K	Buy	1,351 +30	+2%	+$14.9K	0.13%	80
2025 Q1	$619K	Hold	1,321	–	–	0.12%	84
2024 Q4	$675K	Hold	1,321	–	–	0.14%	82
2024 Q3	$645K	Buy	1,321 +29	+2%	+$13.7K	0.14%	84
2024 Q2	$619K	Sell	1,292 -24	-2%	-$10.8K	0.15%	82
2024 Q1	$584K	Buy	1,316 +14	+1%	+$6K	0.15%	83
2023 Q4	$533K	Hold	1,302	–	–	0.15%	87
2023 Q3	$466K	Hold	1,302	–	–	0.16%	91
2023 Q2	$481K	Hold	1,302	–	–	0.16%	91
2023 Q1	$418K	Hold	1,302	–	–	0.15%	95
2022 Q4	$347K	Hold	1,302	–	–	0.14%	99
2022 Q3	$348K	Hold	1,302	–	–	0.17%	97
2022 Q2	$365K	Sell	1,302 -20	-2%	-$6.21K	0.17%	101
2022 Q1	$479K	Sell	1,322 -216	-14%	-$76.7K	0.23%	93
2021 Q4	$612K	Buy	+1,538	New	+$594K	0.34%	70

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

SC&H Financial Advisors's QQQ Position: Q2 2026 in Review

SC&H Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 5.4% in Q2 2026, buying an estimated $64.7K and bringing the position to 1,847 shares worth $1.36M. The position accounts for 0.18% of the portfolio, ranked #59.

SC&H Financial Advisors first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. 3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

SC&H Financial Advisors held 1,847 shares of Invesco QQQ Trust worth $1.36M as of Q2 2026.
SC&H Financial Advisors bought 94 Invesco QQQ Trust shares in Q2 2026, an estimated $64.7K.
Invesco QQQ Trust made up 0.18% of SC&H Financial Advisors's portfolio in Q2 2026, its #59 holding.
SC&H Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.