Scheeler Financial’s Invesco QQQ Trust QQQ Stock Holding History

Scheeler Financial’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	$263K	Buy	+356	New	+$254K	0.2%	49

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Scheeler Financial's QQQ Position: Q3 2026 in Review

Scheeler Financial opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 356 shares worth $263K. The stake represents 0.2% of the portfolio and ranks #49 among its holdings.

1,890 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Scheeler Financial held 356 shares of Invesco QQQ Trust worth $263K as of Q3 2026.
Invesco QQQ Trust was a new Scheeler Financial position in Q3 2026.
Invesco QQQ Trust made up 0.2% of Scheeler Financial's portfolio in Q3 2026, its #49 holding.
1,890 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.