Allied Private Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Allied Private Wealth’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	$200K	Buy	+281	New	+$193K	0.13%	112

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

Allied Private Wealth's QQQ Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 281 shares worth $200K. The stake represents 0.13% of the portfolio and ranks #112 among its holdings.

3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Allied Private Wealth held 281 shares of Invesco QQQ Trust worth $200K as of Q2 2026.
Invesco QQQ Trust was a new Allied Private Wealth position in Q2 2026.
Invesco QQQ Trust made up 0.13% of Allied Private Wealth's portfolio in Q2 2026, its #112 holding.
3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.