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

Seamount 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 		$7.2M Buy
9,771
+1,949
+25% +$1.34M 2.9% 8
2026
Q1 		$4.51M Sell
7,822
-68
-0.9% -$41.3K 2.03% 11
2025
Q4 		$4.85M Buy
7,890
+179
+2% +$110K 2.2% 10
2025
Q3 		$4.63M Buy
7,711
+316
+4% +$181K 2.19% 11
2025
Q2 		$4.08M Buy
7,395
+796
+12% +$396K 2.1% 11
2025
Q1 		$3.09M Buy
6,599
+648
+11% +$329K 2.11% 12
2024
Q4 		$3.04M Buy
5,951
+582
+11% +$294K 2.1% 10
2024
Q3 		$2.62M Buy
5,369
+120
+2% +$56.8K 1.97% 13
2024
Q2 		$2.52M Buy
5,249
+273
+5% +$123K 2.05% 14
2024
Q1 		$2.21M Buy
4,976
+617
+14% +$265K 1.94% 15
2023
Q4 		$1.79M Buy
+4,359
New +$1.65M 1.71% 21

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Seamount Financial Group increased its Invesco QQQ Trust (QQQ) stake by 25% in Q2 2026, buying an estimated $1.34M and bringing the position to 9,771 shares worth $7.2M. The position accounts for 2.9% of the portfolio, ranked #8.

Seamount Financial Group first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Seamount Financial Group held 9,771 shares of Invesco QQQ Trust worth $7.2M as of Q2 2026.
  • Seamount Financial Group bought 1,949 Invesco QQQ Trust shares in Q2 2026, an estimated $1.34M.
  • Invesco QQQ Trust made up 2.9% of Seamount Financial Group's portfolio in Q2 2026, its #8 holding.
  • Seamount Financial Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.