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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2026
Sheridan Capital Management
California
$1.36M +$29.8K +59 +2%
TNA
2027
True North Advisors
Texas
$1.36M +$136K +268 +11%
WCM
2028
Windward Capital Management
California
$1.36M – – –
WCFA
2029
Walkner Condon Financial Advisors
Wisconsin
$1.36M +$29.3K +58 +2%
IIM
2030
Illumine Investment Management
Washington
$1.36M +$1.34M +2,653 New
BW
2031
BIP Wealth
Georgia
$1.35M +$387K +766 +41%
TWPM
2032
Total Wealth Planning & Management
Florida
$1.35M +$1.33M +2,638 New
CA
2033
Cambridge Advisors
Nebraska
$1.35M +$72.3K +143 +6%
TWM
2034
Topsail Wealth Management
North Carolina
$1.35M +$1.33M +2,633 New
HWM
2035
HRC Wealth Management
Idaho
$1.34M +$52.6K +104 +4%
FL
2036
FreeGulliver LLC
Louisiana
$1.34M +$104K +205 +8%
SC
2037
Solstein Capital
California
$1.34M – – –
CC
2038
Cadinha & Co
Hawaii
$1.34M -$508K -1,005 -28%
FFC
2039
First Financial Corp
Indiana
$1.34M – – –
5W
2040
5T Wealth
California
$1.34M +$1.32M +2,615 New
ACM
2041
Armbruster Capital Management
New York
$1.34M -$18.7K -37 -1%
QFA
2042
Quantum Financial Advisors
California
$1.33M +$1.32M +2,608 New
IAS
2043
IMA Advisory Services
Colorado
$1.33M +$306K +605 +30%
PCM
2044
Passive Capital Management
Maryland
$1.33M +$4.55K +9 +0.3%
DI
2045
Disciplined Investments
Oklahoma
$1.32M +$3.04K +6 +0.2%
GSIS
2046
Global Strategic Investment Solutions
Arizona
$1.32M +$52.1K +103 +4%
NPPM
2047
North Point Portfolio Managers
Ohio
$1.32M – – –
SWM
2048
Shepherd Wealth Management
Ohio
$1.32M +$1.3M +2,577 New
FG
2049
Fairman Group
Pennsylvania
$1.31M – – –
NP
2050
Nilsine Partners
Colorado
$1.31M -$18.7K -37 -1%
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