Tilson Financial Group
QQQ icon

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

Tilson 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 		$309K Buy
418
+8
+2% +$5.72K 0.09% 77
2026
Q2 		$302K Hold
410
– – 0.08% 72
2026
Q1 		$236K Buy
410
+1
+0.2% +$608 0.07% 75
2025
Q4 		$251K Sell
409
-54
-12% -$33.1K 0.08% 76
2025
Q3 		$278K Buy
463
+55
+13% +$31.5K 0.09% 69
2025
Q2 		$225K Buy
+408
New +$203K 0.08% 74
2025
Q1 		– Sell
-402
Closed -$206K – 74
2024
Q4 		$206K Buy
+402
New +$203K 0.08% 72

Other funds holding QQQ

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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Tilson Financial Group increased its Invesco QQQ Trust (QQQ) stake by 2% in Q3 2026, buying an estimated $5.72K and bringing the position to 418 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #77.

Tilson Financial Group first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 2,915 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Tilson Financial Group held 418 shares of Invesco QQQ Trust worth $309K as of Q3 2026.
  • Tilson Financial Group bought 8 Invesco QQQ Trust shares in Q3 2026, an estimated $5.72K.
  • Invesco QQQ Trust made up 0.09% of Tilson Financial Group's portfolio in Q3 2026, its #77 holding.
  • Tilson Financial Group first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.