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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
UF
2026
Univest Financial
Pennsylvania
$1.73M +$340K +593 +26%
EFA
2027
Evernest Financial Advisors
Indiana
$1.72M +$1.72K +3 +0.1%
AW
2028
Alteri Wealth
California
$1.72M +$109K +191 +7%
FWI
2029
Facet Wealth Inc
Maryland
$1.72M +$283K +495 +21%
WA1
2030
Wimmer Associates 1
California
$1.71M – – –
MMA
2031
Mizuho Markets Americas
New York
$1.71M – – –
HCM
2032
Howland Capital Management
Massachusetts
$1.71M -$51.5K -90 -3%
QPW
2033
Quantum Private Wealth
Florida
$1.71M – – –
DIA
2034
Dana Investment Advisors
Wisconsin
$1.71M -$68.7K -120 -4%
BFAG
2035
Blackston Financial Advisory Group
Florida
$1.71M -$273K -477 -14%
AWA
2036
AmeriServ Wealth Advisors
Pennsylvania
$1.71M -$5.31M -9,277 -77%
HWM
2037
HRC Wealth Management
Idaho
$1.7M +$1.72K +3 +0.1%
HGA
2038
Hobbs Group Advisors
South Carolina
$1.7M -$174K -303 -10%
GC
2039
Gilbert & Cook
Iowa
$1.7M +$6.3K +11 +0.4%
KA
2040
Klingman & Associates
New York
$1.69M -$2.29K -4 -0.1%
EAM
2041
Empirical Asset Management
Massachusetts
$1.69M +$21.3M +37,232 +1,381%
MLFP
2042
MPS Loria Financial Planners
Illinois
$1.68M +$573 +1 +0%
HHGA
2043
Halbert Hargrove Global Advisors
California
$1.68M +$206K +360 +15%
GLA
2044
Great Lakes Advisors
Illinois
$1.68M -$29.2K -51 -2%
HWA
2045
Heritage Wealth Architects
Minnesota
$1.68M -$241K -421 -13%
VPF
2046
Vantage Point Financial
Illinois
$1.68M -$5.73K -10 -0.4%
CCIA
2047
Cherry Creek Investment Advisors
Colorado
$1.68M +$1.72K +3 +0.1%
MCM
2048
Massar Capital Management
Connecticut
$1.68M +$1.6M +2,792 New
GIM
2049
Goelzer Investment Management
Indiana
$1.67M -$637K -1,112 -29%
QFA
2050
Quantum Financial Advisors
California
$1.67M +$6.3K +11 +0.4%
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