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

Taylor 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 		$1.87M Sell
2,542
-90
-3% -$61.9K 1.03% 23
2026
Q1 		$1.52M Sell
2,632
-76
-3% -$46.2K 0.92% 27
2025
Q4 		$1.66M Buy
2,708
+6
+0.2% +$3.68K 0.98% 24
2025
Q3 		$1.62M Sell
2,702
-36
-1% -$20.6K 0.93% 25
2025
Q2 		$1.51M Buy
2,738
+58
+2% +$28.8K 0.94% 27
2025
Q1 		$1.26M Sell
2,680
-50
-2% -$25.4K 0.87% 28
2024
Q4 		$1.4M Hold
2,730
– – 0.97% 25
2024
Q3 		$1.33M Hold
2,730
– – 0.92% 26
2024
Q2 		$1.31M Hold
2,730
– – 1.01% 25
2024
Q1 		$1.21M Sell
2,730
-50
-2% -$21.4K 0.92% 28
2023
Q4 		$1.14M Buy
+2,780
New +$1.06M 0.94% 27

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

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

Taylor Financial Group reduced its Invesco QQQ Trust (QQQ) stake by 3.4% in Q2 2026, selling an estimated $61.9K and leaving 2,542 shares worth $1.87M. The position accounts for 1.03% of the portfolio, ranked #23.

Taylor Financial Group first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 2,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Taylor Financial Group held 2,542 shares of Invesco QQQ Trust worth $1.87M as of Q2 2026.
  • Taylor Financial Group sold 90 Invesco QQQ Trust shares in Q2 2026, an estimated $61.9K.
  • Invesco QQQ Trust made up 1.03% of Taylor Financial Group's portfolio in Q2 2026, its #23 holding.
  • Taylor Financial Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 2,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.