Teamwork Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Teamwork Financial Advisors’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	$1.48M	Buy	2,004 +6	+0.3%	+$4.13K	0.13%	96
2026 Q1	$1.15M	Sell	1,998 -113	-5%	-$68.6K	0.12%	99
2025 Q4	$1.3M	Sell	2,111 -307	-13%	-$188K	0.13%	93
2025 Q3	$1.45M	Buy	2,418 +264	+12%	+$151K	0.15%	91
2025 Q2	$1.19M	Sell	2,154 -14	-0.6%	-$6.96K	0.14%	96
2025 Q1	$1.02M	Buy	2,168 +1,222	+129%	+$621K	0.14%	86
2024 Q4	$484K	Sell	946 -55	-5%	-$27.8K	0.06%	110
2024 Q3	$489K	Sell	1,001 -959	-49%	-$454K	0.07%	104
2024 Q2	$939K	Sell	1,960 -448	-19%	-$201K	0.14%	74
2024 Q1	$1.07M	Sell	2,408 -274	-10%	-$117K	0.16%	73
2023 Q4	$1.1M	Sell	2,682 -2,275	-46%	-$864K	0.19%	63
2023 Q3	$1.78M	Sell	4,957 -2,272	-31%	-$843K	0.29%	57
2023 Q2	$2.67M	Buy	7,229 +3,035	+72%	+$1.02M	0.43%	42
2023 Q1	$1.35M	Buy	4,194 +800	+24%	+$236K	0.25%	68
2022 Q4	$904K	Sell	3,394 -6,037	-64%	-$1.67M	0.18%	86
2022 Q3	$2.52M	Buy	9,431 +4,878	+107%	+$1.47M	0.54%	37
2022 Q2	$1.28M	Buy	+4,553	New	+$1.41M	0.28%	70

Other funds holding QQQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

DCPAL

Div Capital Phoenix Assets Ltd Georgetown $583M AUM

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Teamwork Financial Advisors's QQQ Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.3% in Q2 2026, buying an estimated $4.13K and bringing the position to 2,004 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #96.

Teamwork Financial Advisors first reported a position in QQQ in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.67M in Q2 2023. 897 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Teamwork Financial Advisors held 2,004 shares of Invesco QQQ Trust worth $1.48M as of Q2 2026.
Teamwork Financial Advisors bought 6 Invesco QQQ Trust shares in Q2 2026, an estimated $4.13K.
Invesco QQQ Trust made up 0.13% of Teamwork Financial Advisors's portfolio in Q2 2026, its #96 holding.
Teamwork Financial Advisors first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 17 quarters since.
Teamwork Financial Advisors's Invesco QQQ Trust position peaked at $2.67M in Q2 2023.
897 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.