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

Team 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
Q3 		$59.7K Buy
+81
New +$57.9K 0.02% 113
2026
Q2 		– Sell
-60
Closed -$34.4K – 206
2026
Q1 		$34.4K Hold
60
– – 0.02% 131
2025
Q4 		$36.6K Buy
60
+1
+2% +$614 0.02% 118
2025
Q3 		$35.7K Hold
59
– – 0.02% 115
2025
Q2 		$32.7K Buy
+59
New +$29.3K 0.02% 110
2024
Q1 		– Sell
-3
Closed -$1.23K – 166
2023
Q4 		$1.23K Hold
3
– – ﹤0.01% 191
2023
Q3 		$1.08K Buy
+3
New +$1.11K ﹤0.01% 186

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Team Financial Group's QQQ Position: Q3 2026 in Review

Team Financial Group opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 81 shares worth $59.7K. The stake represents 0.02% of the portfolio and ranks #113 among its holdings. This is a return to the name: Team Financial Group previously reported a position in QQQ as recently as Q1 2026.

Team Financial Group first reported a position in QQQ in Q3 2023 and has held it in 7 quarters since. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Team Financial Group held 81 shares of Invesco QQQ Trust worth $59.7K as of Q3 2026.
  • Invesco QQQ Trust was a new Team Financial Group position in Q3 2026.
  • Invesco QQQ Trust made up 0.02% of Team Financial Group's portfolio in Q3 2026, its #113 holding.
  • Team Financial Group first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 7 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.