SYM Financial Corp
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SYM Financial Corp’s Invesco QQQ Trust QQQ Stock Holding History

SYM Financial Corp’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
Q3 		$766K Sell
1,036
-57
-5% -$40.7K 0.06% 105
2026
Q2 		$805K Buy
1,093
+116
+12% +$79.8K 0.06% 86
2026
Q1 		$564K Buy
977
+26
+3% +$15.8K 0.06% 115
2025
Q4 		$584K Sell
951
-17
-2% -$10.4K 0.06% 108
2025
Q3 		$581K Buy
968
+49
+5% +$28.1K 0.06% 98
2025
Q2 		$507K Sell
919
-24
-3% -$11.9K 0.06% 123
2025
Q1 		$442K Sell
943
-477
-34% -$242K 0.05% 121
2024
Q4 		$726K Buy
1,420
+641
+82% +$324K 0.09% 62
2024
Q3 		$380K Buy
779
+13
+2% +$6.15K 0.05% 95
2024
Q2 		$367K Sell
766
-107
-12% -$48.1K 0.06% 80
2024
Q1 		$388K Sell
873
-243
-22% -$104K 0.06% 58
2023
Q4 		$457K Buy
1,116
+57
+5% +$21.6K 0.07% 51
2023
Q3 		$379K Buy
1,059
+359
+51% +$133K 0.07% 56
2023
Q2 		$259K Buy
700
+44
+7% +$14.8K 0.05% 52
2023
Q1 		$210K Buy
+656
New +$194K 0.05% 61
2022
Q3 		– Sell
-997
Closed -$280K – 115
2022
Q2 		$280K Sell
997
-595
-37% -$185K 0.13% 42
2022
Q1 		$577K Buy
1,592
+564
+55% +$200K 0.25% 20
2021
Q4 		$409K Hold
1,028
– – 0.16% 26
2021
Q3 		$368K Buy
+1,028
New +$379K 0.22% 25

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

SYM Financial Corp's QQQ Position: Q3 2026 in Review

SYM Financial Corp reduced its Invesco QQQ Trust (QQQ) stake by 5.2% in Q3 2026, selling an estimated $40.7K and leaving 1,036 shares worth $766K. The position accounts for 0.06% of the portfolio, ranked #105.

SYM Financial Corp first reported a position in QQQ in Q3 2021 and has held it in 19 quarters since. The position peaked at $805K in Q2 2026. 2,609 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • SYM Financial Corp held 1,036 shares of Invesco QQQ Trust worth $766K as of Q3 2026.
  • SYM Financial Corp sold 57 Invesco QQQ Trust shares in Q3 2026, an estimated $40.7K.
  • Invesco QQQ Trust made up 0.06% of SYM Financial Corp's portfolio in Q3 2026, its #105 holding.
  • SYM Financial Corp first reported a position in Invesco QQQ Trust in Q3 2021 and has held it in 19 quarters since.
  • SYM Financial Corp's Invesco QQQ Trust position peaked at $805K in Q2 2026.
  • 2,609 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.