SHFA
QQQ icon

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
Q3 		$1.31M Sell
1,776
-71
-4% -$50.7K 0.18% 57
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
F4L
Fortune 45 LLC Gonzales, Louisiana $246M AUM 18.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SC&H Financial Advisors's QQQ Position: Q3 2026 in Review

SC&H Financial Advisors reduced its Invesco QQQ Trust (QQQ) stake by 3.8% in Q3 2026, selling an estimated $50.7K and leaving 1,776 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #57.

SC&H Financial Advisors first reported a position in QQQ in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.36M in Q2 2026. 557 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • SC&H Financial Advisors held 1,776 shares of Invesco QQQ Trust worth $1.31M as of Q3 2026.
  • SC&H Financial Advisors sold 71 Invesco QQQ Trust shares in Q3 2026, an estimated $50.7K.
  • Invesco QQQ Trust made up 0.18% of SC&H Financial Advisors's portfolio in Q3 2026, its #57 holding.
  • SC&H Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's Invesco QQQ Trust position peaked at $1.36M in Q2 2026.
  • 557 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.