J. M. Brown & Associates Inc.’s Invesco QQQ Trust QQQ Stock Holding History

J. M. Brown & Associates Inc.’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	$726K	Buy	+986	New	+$678K	0.42%	75

Other funds holding QQQ

Wealth Enhancement Advisory Services

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

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

J. M. Brown & Associates Inc.'s QQQ Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 986 shares worth $726K. The stake represents 0.42% of the portfolio and ranks #75 among its holdings.

1,431 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

J. M. Brown & Associates Inc. held 986 shares of Invesco QQQ Trust worth $726K as of Q2 2026.
Invesco QQQ Trust was a new J. M. Brown & Associates Inc. position in Q2 2026.
Invesco QQQ Trust made up 0.42% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #75 holding.
1,431 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.