Welch Group’s Invesco QQQ Trust QQQ Stock Holding History

Welch 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 Q2	$3.26M	Buy	4,432 +6	+0.1%	+$4.13K	0.11%	73
2026 Q1	$2.55M	Buy	4,426 +102	+2%	+$62K	0.1%	77
2025 Q4	$2.66M	Sell	4,324 -764	-15%	-$469K	0.1%	74
2025 Q3	$3.05M	Buy	5,088 +249	+5%	+$143K	0.12%	69
2025 Q2	$2.67M	Buy	4,839 +1,110	+30%	+$552K	0.11%	66
2025 Q1	$1.75M	Sell	3,729 -15	-0.4%	-$7.62K	0.08%	75
2024 Q4	$1.93M	Buy	3,744 +98	+3%	+$49.6K	0.09%	72
2024 Q3	$1.78M	Buy	3,646 +1,661	+84%	+$786K	0.08%	73
2024 Q2	$951K	Buy	1,985 +340	+21%	+$153K	0.05%	103
2024 Q1	$730K	Sell	1,645 -1	-0.1%	-$429	0.04%	98
2023 Q4	$674K	Sell	1,646 -320	-16%	-$121K	0.04%	102
2023 Q3	$704K	Hold	1,966	–	–	0.04%	93
2023 Q2	$726K	Sell	1,966 -389	-17%	-$131K	0.04%	89
2023 Q1	$756K	Sell	2,355 -162	-6%	-$47.8K	0.04%	90
2022 Q4	$670K	Buy	2,517 +1,283	+104%	+$355K	0.04%	97
2022 Q3	$330K	Sell	1,234 -1,146	-48%	-$346K	0.02%	122
2022 Q2	$667K	Sell	2,380 -856	-26%	-$266K	0.04%	91
2022 Q1	$1.17M	Buy	3,236 +516	+19%	+$183K	0.07%	79
2021 Q4	$1.08M	Buy	2,720 +549	+25%	+$212K	0.06%	82
2021 Q3	$777K	Hold	2,171	–	–	0.05%	89
2021 Q2	$769K	Buy	2,171 +30	+1%	+$10.1K	0.05%	88
2021 Q1	$683K	Buy	2,141 +1,000	+88%	+$320K	0.05%	88
2020 Q4	$358K	Buy	+1,141	New	+$335K	0.03%	111
2020 Q3	–	Sell	-842	Closed	-$208K	–	146
2020 Q2	$208K	Buy	+842	New	+$189K	0.02%	125
2016 Q2	–	Sell	-19,150	Closed	-$2.09M	–	132
2016 Q1	$2.09M	Buy	+19,150	New	+$1.99M	0.35%	39
2015 Q3	–	Sell	-22,418	Closed	-$2.4M	–	152
2015 Q2	$2.4M	Buy	22,418 +27	+0.1%	+$2.94K	0.45%	38
2015 Q1	$2.36K	Sell	22,391 -171	-0.8%	-$18K	0.43%	38
2014 Q4	$2.33M	Buy	+22,562	New	+$2.28M	0.45%	37
2014 Q3	–	Sell	-23,822	Closed	-$2.24M	–	142
2014 Q2	$2.24M	Buy	+23,822	New	+$2.13M	0.46%	41

Other funds holding QQQ

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Welch Group's QQQ Position: Q2 2026 in Review

Welch Group increased its Invesco QQQ Trust (QQQ) stake by 0.14% in Q2 2026, buying an estimated $4.13K and bringing the position to 4,432 shares worth $3.26M. The position accounts for 0.11% of the portfolio, ranked #73.

Welch Group first reported a position in QQQ in Q2 2014 and has held it in 29 quarters since. 1,860 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Welch Group held 4,432 shares of Invesco QQQ Trust worth $3.26M as of Q2 2026.
Welch Group bought 6 Invesco QQQ Trust shares in Q2 2026, an estimated $4.13K.
Invesco QQQ Trust made up 0.11% of Welch Group's portfolio in Q2 2026, its #73 holding.
Welch Group first reported a position in Invesco QQQ Trust in Q2 2014 and has held it in 29 quarters since.
1,860 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.