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Angeles Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Angeles Wealth Management’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 		$4.06M Buy
5,512
+3,375
+158% +$2.32M 0.19% 59
2026
Q1 		$1.23M Sell
2,137
-60
-3% -$36.5K 0.07% 116
2025
Q4 		$1.35M Buy
2,197
+255
+13% +$156K 0.07% 106
2025
Q3 		$1.17M Buy
1,942
+2
+0.1% +$1.15K 0.07% 99
2025
Q2 		$1.07M Buy
1,940
+356
+22% +$177K 0.07% 99
2025
Q1 		$743K Sell
1,584
-14
-0.9% -$7.11K 0.06% 112
2024
Q4 		$817K Sell
1,598
-499
-24% -$252K 0.07% 105
2024
Q3 		$1.02M Buy
2,097
+500
+31% +$237K 0.09% 79
2024
Q2 		$765K Buy
1,597
+55
+4% +$24.7K 0.07% 94
2024
Q1 		$685K Sell
1,542
-1,137
-42% -$487K 0.07% 98
2023
Q4 		$1.1M Hold
2,679
– – 0.13% 63
2023
Q3 		$960K Buy
2,679
+652
+32% +$242K 0.14% 60
2023
Q2 		$749K Hold
2,027
– – 0.1% 86
2023
Q1 		$651K Sell
2,027
-4
-0.2% -$1.18K 0.1% 97
2022
Q4 		$541K Sell
2,031
-182
-8% -$50.3K 0.09% 101
2022
Q3 		$591K Hold
2,213
– – 0.12% 86
2022
Q2 		$620K Buy
2,213
+182
+9% +$56.5K 0.12% 87
2022
Q1 		$736K Buy
+2,031
New +$721K 0.14% 83

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Angeles Wealth Management's QQQ Position: Q2 2026 in Review

Angeles Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 158% in Q2 2026, buying an estimated $2.32M and bringing the position to 5,512 shares worth $4.06M. The position accounts for 0.19% of the portfolio, ranked #59.

Angeles Wealth Management first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Angeles Wealth Management held 5,512 shares of Invesco QQQ Trust worth $4.06M as of Q2 2026.
  • Angeles Wealth Management bought 3,375 Invesco QQQ Trust shares in Q2 2026, an estimated $2.32M.
  • Invesco QQQ Trust made up 0.19% of Angeles Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Angeles Wealth Management first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.