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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 – 732
2021
Q1 		$32K Hold
100
– – 0.01% 328
2020
Q4 		$31K Hold
100
– – 0.01% 296
2020
Q3 		$28K Buy
+100
New +$27.1K 0.01% 280

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Toth Financial Advisory's QQQ Position: Q2 2026 in Review

Toth Financial Advisory reduced its Invesco QQQ Trust (QQQ) stake by 1.7% in Q2 2026, selling an estimated $62.6K and leaving 5,159 shares worth $3.8M. The position accounts for 0.37% of the portfolio, ranked #80.

Toth Financial Advisory first reported a position in QQQ in Q3 2013 and has held it in 52 quarters since. The position peaked at $7.66M in Q1 2024. 1,773 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Toth Financial Advisory held 5,159 shares of Invesco QQQ Trust worth $3.8M as of Q2 2026.
  • Toth Financial Advisory sold 91 Invesco QQQ Trust shares in Q2 2026, an estimated $62.6K.
  • Invesco QQQ Trust made up 0.37% of Toth Financial Advisory's portfolio in Q2 2026, its #80 holding.
  • Toth Financial Advisory first reported a position in Invesco QQQ Trust in Q3 2013 and has held it in 52 quarters since.
  • Toth Financial Advisory's Invesco QQQ Trust position peaked at $7.66M in Q1 2024.
  • 1,773 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.