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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

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

Team Financial Group sold out of Invesco QQQ Trust (QQQ) in Q2 2026, closing a stake of 60 shares — an estimated $34.4K sold.

Team Financial Group first reported a position in QQQ in Q3 2023 and held it in 6 quarters. The position peaked at $36.6K in Q4 2025. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Team Financial Group reported no remaining Invesco QQQ Trust position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 60 Invesco QQQ Trust shares in Q2 2026, an estimated $34.4K.
  • Team Financial Group first reported a position in Invesco QQQ Trust in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Invesco QQQ Trust position peaked at $36.6K in Q4 2025.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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