INDEPENDENT FINANCIAL GROUP, LLC QQQJ — INVESCO EXCH TRADED FD TR II

Ownership history in INDEPENDENT FINANCIAL GROUP, LLC  ·  2 quarters on record

AI Ownership Summary

INDEPENDENT FINANCIAL GROUP, LLC reported INVESCO EXCH TRADED FD TR II (QQQJ) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. The latest visible filing shows QQQJ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QQQJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INDEPENDENT FINANCIAL GROUP, LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

QQQJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QQQJ stock page INDEPENDENT FINANCIAL GROUP, LLC fund profile INDEPENDENT FINANCIAL GROUP, LLC full holdings
How INDEPENDENT FINANCIAL GROUP, LLC held QQQJ — position size vs. price
% of Fund (quarterly)    QQQJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 6,277 +973 +18.3% 0.00% $275K 2026-10-13 $44.36
2026 Q2 INITIATED — — — 5,304 — — 0.00% $241K 2026-07-15 $44.22

🏢 Other funds also holding QQQJ

As of 2026 Q3 — sorted by position size

Purus Wealth Management, LLC 3Y 1.75% Fullerton Advisors, LLC 0.25% Finward Bancorp 0.17% Mystic Asset Management, Inc. 3Y 0.13% Retirement Planning Co of New England, Inc. 3Y 0.11% GILL CAPITAL PARTNERS, LLC 3Y 0.09% McKinley Carter Wealth Services, Inc. 3Y 7Y 0.07% Congress Park Capital LLC 3Y 7Y 0.06% Realta Investment Advisors 3Y 7Y 0.03% IFP Advisors, Inc 3Y 7Y 0.01%

FAQ About INDEPENDENT FINANCIAL GROUP, LLC and QQQJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has INDEPENDENT FINANCIAL GROUP, LLC reported owning QQQJ?

INDEPENDENT FINANCIAL GROUP, LLC reported QQQJ across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported QQQJ position in INDEPENDENT FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for QQQJ was 0.00% in 2026 Q3.

What is the latest reported QQQJ position on this page?

The most recent filing on this page is 2026 Q3, when INDEPENDENT FINANCIAL GROUP, LLC reported 6,277 shares, equal to 0.00% of portfolio, with an estimated market value of $275K.

What does the chart on this QQQJ ownership page compare?

The chart compares INDEPENDENT FINANCIAL GROUP, LLC's quarterly QQQJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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