USA FINANCIAL FORMULAS’s Invesco QQQ Trust QQQ Stock Holding History

USA FINANCIAL FORMULAS’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	$57.6M	Buy	+78,200	New	+$53.8M	10.54%	4

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

USA FINANCIAL FORMULAS's QQQ Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 78,200 shares worth $57.6M. The stake represents 10.54% of the portfolio and ranks #4 among its holdings.

2,346 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

USA FINANCIAL FORMULAS held 78,200 shares of Invesco QQQ Trust worth $57.6M as of Q2 2026.
Invesco QQQ Trust was a new USA FINANCIAL FORMULAS position in Q2 2026.
Invesco QQQ Trust made up 10.54% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #4 holding.
2,346 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.