Acute Investment Advisory’s Invesco QQQ Trust QQQ Stock Holding History

Acute Investment Advisory’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	$324K	Sell	440 -14	-3%	-$9.63K	3.43%	12
2026 Q1	$262K	Sell	454 -412	-48%	-$250K	2.94%	15
2025 Q4	$532K	Sell	866 -163	-16%	-$100K	5.15%	4
2025 Q3	$618K	Sell	1,029 -258	-20%	-$148K	5.19%	4
2025 Q2	$710K	Sell	1,287 -842	-40%	-$419K	5.79%	3
2025 Q1	$998K	Sell	2,129 -8,464	-80%	-$4.3M	5.02%	4
2024 Q4	$5.42M	Buy	+10,593	New	+$5.36M	5.94%	5
2022 Q3	–	Sell	-4,346	Closed	-$1.22M	–	32
2022 Q2	$1.22M	Sell	4,346 -805	-16%	-$250K	0.95%	20
2022 Q1	$1.87M	Sell	5,151 -5,370	-51%	-$1.91M	1.39%	19
2021 Q4	$4.19M	Buy	+10,521	New	+$4.06M	3.06%	9

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Acute Investment Advisory's QQQ Position: Q2 2026 in Review

Acute Investment Advisory reduced its Invesco QQQ Trust (QQQ) stake by 3.1% in Q2 2026, selling an estimated $9.63K and leaving 440 shares worth $324K. The position accounts for 3.43% of the portfolio, ranked #12.

Acute Investment Advisory first reported a position in QQQ in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.42M in Q4 2024. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Acute Investment Advisory held 440 shares of Invesco QQQ Trust worth $324K as of Q2 2026.
Acute Investment Advisory sold 14 Invesco QQQ Trust shares in Q2 2026, an estimated $9.63K.
Invesco QQQ Trust made up 3.43% of Acute Investment Advisory's portfolio in Q2 2026, its #12 holding.
Acute Investment Advisory first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 10 quarters since.
Acute Investment Advisory's Invesco QQQ Trust position peaked at $5.42M in Q4 2024.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Acute Investment Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.