SFMG Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

SFMG Wealth 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	$147K	Buy	+200	New	+$138K	0.01%	329
2021 Q3	–	Sell	-500	Closed	-$2K	–	275
2021 Q2	$2K	Buy	+500	New	+$168K	﹤0.01%	265

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

SFMG Wealth Advisors's QQQ Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 1.4% in Q2 2026, selling an estimated $82.6K and leaving 8,271 shares worth $6.09M. The position accounts for 0.37% of the portfolio, ranked #35.

SFMG Wealth Advisors first reported a position in QQQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $82.2M in Q1 2015. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

SFMG Wealth Advisors held 8,271 shares of Invesco QQQ Trust worth $6.09M as of Q2 2026.
SFMG Wealth Advisors sold 120 Invesco QQQ Trust shares in Q2 2026, an estimated $82.6K.
Invesco QQQ Trust made up 0.37% of SFMG Wealth Advisors's portfolio in Q2 2026, its #35 holding.
SFMG Wealth Advisors first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 53 quarters since.
SFMG Wealth Advisors's Invesco QQQ Trust position peaked at $82.2M in Q1 2015.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.