Toth Financial Advisory’s Invesco QQQ Trust QQQ Stock Holding History

Toth Financial Advisory’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
2021 Q2	–	Sell	-100	Closed	-$32K	–	731
2021 Q1	$32K	Hold	100	–	–	0.01%	327
2020 Q4	$31K	Hold	100	–	–	0.01%	295
2020 Q3	$28K	Buy	+100	New	+$27.1K	0.01%	279
2020 Q2	–	Sell	-13,600	Closed	-$2.59M	–	587
2020 Q1	$2.59M	Buy	+13,600	New	+$2.88M	0.75%	51
2019 Q1	–	Sell	-1,000	Closed	-$154K	–	449
2018 Q4	$154K	Buy	+1,000	New	+$167K	0.04%	137

Other funds holding QQQ

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Toth Financial Advisory's QQQ Position: Q3 2026 in Review

Toth Financial Advisory reduced its Invesco QQQ Trust (QQQ) stake by 3.3% in Q3 2026, selling an estimated $123K and leaving 4,987 shares worth $3.69M. The position accounts for 0.37% of the portfolio, ranked #83.

Toth Financial Advisory first reported a position in QQQ in Q3 2013 and has held it in 53 quarters since. The position peaked at $7.66M in Q1 2024. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Toth Financial Advisory held 4,987 shares of Invesco QQQ Trust worth $3.69M as of Q3 2026.
Toth Financial Advisory sold 172 Invesco QQQ Trust shares in Q3 2026, an estimated $123K.
Invesco QQQ Trust made up 0.37% of Toth Financial Advisory's portfolio in Q3 2026, its #83 holding.
Toth Financial Advisory first reported a position in Invesco QQQ Trust in Q3 2013 and has held it in 53 quarters since.
Toth Financial Advisory's Invesco QQQ Trust position peaked at $7.66M in Q1 2024.
241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.