Teamwork Financial Advisors
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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
Q3 		$898K Sell
1,213
-791
-39% -$565K 0.1% 88
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

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

Teamwork Financial Advisors's QQQ Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Invesco QQQ Trust (QQQ) stake by 39% in Q3 2026, selling an estimated $565K and leaving 1,213 shares worth $898K. The position accounts for 0.1% of the portfolio, ranked #88.

Teamwork Financial Advisors first reported a position in QQQ in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.67M in Q2 2023. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Teamwork Financial Advisors held 1,213 shares of Invesco QQQ Trust worth $898K as of Q3 2026.
  • Teamwork Financial Advisors sold 791 Invesco QQQ Trust shares in Q3 2026, an estimated $565K.
  • Invesco QQQ Trust made up 0.1% of Teamwork Financial Advisors's portfolio in Q3 2026, its #88 holding.
  • Teamwork Financial Advisors first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 18 quarters since.
  • Teamwork Financial Advisors's Invesco QQQ Trust position peaked at $2.67M in Q2 2023.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.