Seneca Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Seneca 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	$353K	Hold	479	–	–	0.09%	45
2026 Q1	$276K	Hold	479	–	–	0.08%	48
2025 Q4	$294K	Hold	479	–	–	0.09%	47
2025 Q3	$288K	Hold	479	–	–	0.09%	47
2025 Q2	$264K	Hold	479	–	–	0.1%	46
2025 Q1	$225K	Hold	479	–	–	0.11%	47
2024 Q4	$245K	Hold	479	–	–	0.12%	42
2024 Q3	$234K	Buy	+479	New	+$227K	0.11%	47

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

Seneca Financial Advisors's QQQ Position: Q2 2026 in Review

Seneca Financial Advisors held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 479 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #45.

Seneca Financial Advisors first reported a position in QQQ in Q3 2024 and has held it in 8 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Seneca Financial Advisors held 479 shares of Invesco QQQ Trust worth $353K as of Q2 2026.
Seneca Financial Advisors left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.09% of Seneca Financial Advisors's portfolio in Q2 2026, its #45 holding.
Seneca Financial Advisors first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 8 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.