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Shore Point Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Shore Point 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 		$224K Buy
+303
New +$208K 0.08% 71
2022
Q1 		– Sell
-58
Closed -$23K – 157
2021
Q4 		$23K Buy
+58
New +$22.4K 0.02% 98

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Shore Point Advisors's QQQ Position: Q2 2026 in Review

Shore Point Advisors opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 303 shares worth $224K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings. This is a return to the name: Shore Point Advisors previously reported a position in QQQ as recently as Q4 2021.

Shore Point Advisors first reported a position in QQQ in Q4 2021 and has held it in 2 quarters since. 792 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Shore Point Advisors held 303 shares of Invesco QQQ Trust worth $224K as of Q2 2026.
  • Invesco QQQ Trust was a new Shore Point Advisors position in Q2 2026.
  • Invesco QQQ Trust made up 0.08% of Shore Point Advisors's portfolio in Q2 2026, its #71 holding.
  • Shore Point Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 2 quarters since.
  • 792 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.