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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
2026
Guidance Point Advisors
Massachusetts
$292K +$6.75K +19 +2%
LCM
2027
Liberty Capital Management
Michigan
$292K +$19.9K +56 +7%
DMIC
2028
Dixon Mitchell Investment Counsel
British Columbia, Canada
$291K +$28.4K +80 +11%
FBC
2029
Fairfield, Bush & Co
Connecticut
$291K – – –
CANC
2030
Culbertson A N & Co
Virginia
$290K -$6.75K -19 -2%
TFP
2031
Tilia Fiduciary Partners
North Carolina
$289K -$7.46K -21 -3%
TI
2032
tru Independence
Oregon
$289K – – –
CFA
2033
Compass Financial Advisors
Indiana
$289K +$32K +90 +13%
W
2034
WealthOne
New York
$288K +$74.6K +210 +36%
JWBC
2035
John W. Brooker & Co
California
$287K – – –
PBC
2036
Pavion Blue Capital
California
$287K – – –
OFP
2037
OLIO Financial Planning
Virginia
$287K +$282K +793 New
FC
2038
Ferris Capital
Massachusetts
$286K – – –
KW
2039
KWB Wealth
California
$286K – – –
MHR
2040
Matthew Hamilton Rosenberg
$286K – – –
MAG
2041
Mayfair Advisory Group
Alabama
$286K – – –
TW
2042
Transform Wealth
Colorado
$285K -$56.8K -160 -17%
FFWM
2043
Future Financial Wealth Management
Ohio
$285K -$24.9K -70 -8%
VC
2044
Veery Capital
Delaware
$285K +$29.8K +84 +12%
NCM
2045
Novare Capital Management
North Carolina
$284K -$107K -300 -28%
PPWM
2046
Paragon Private Wealth Management
Kentucky
$284K – – –
EVC
2047
Eidelman Virant Capital
Missouri
$282K -$2.84K -8 -1%
WA
2048
Waverly Advisors
Alabama
$282K – – –
MCWA
2049
Meadow Creek Wealth Advisors
Georgia
$282K +$13.1K +37 +5%
TA
2050
Townsend & Associates
Colorado
$281K -$1.55M -4,376 -84%
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