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

Shum 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	$260K	Buy	+353	New	+$243K	0.16%	94

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Shum Financial Group opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 353 shares worth $260K. The stake represents 0.16% of the portfolio and ranks #94 among its holdings.

2,653 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Shum Financial Group held 353 shares of Invesco QQQ Trust worth $260K as of Q2 2026.
Invesco QQQ Trust was a new Shum Financial Group position in Q2 2026.
Invesco QQQ Trust made up 0.16% of Shum Financial Group's portfolio in Q2 2026, its #94 holding.
2,653 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.