Atwater Malick’s Invesco QQQ Trust QQQ Stock Holding History

Atwater Malick’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	$531K	Hold	721	–	–	0.12%	75
2026 Q1	$416K	Hold	721	–	–	0.11%	66
2025 Q4	$443K	Hold	721	–	–	0.12%	58
2025 Q3	$433K	Buy	721 +60	+9%	+$34.4K	0.13%	59
2025 Q2	$365K	Hold	661	–	–	0.12%	60
2025 Q1	$310K	Hold	661	–	–	0.1%	65
2024 Q4	$338K	Hold	661	–	–	0.11%	60
2024 Q3	$323K	Hold	661	–	–	0.1%	65
2024 Q2	$317K	Hold	661	–	–	0.11%	63
2024 Q1	$293K	Buy	+661	New	+$283K	0.1%	67
2019 Q4	–	Sell	-33	Closed	-$6K	–	162
2019 Q3	$6K	Buy	+33	New	+$6.26K	0.01%	169

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

Atwater Malick's QQQ Position: Q2 2026 in Review

Atwater Malick held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 721 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #75.

Atwater Malick first reported a position in QQQ in Q3 2019 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Atwater Malick held 721 shares of Invesco QQQ Trust worth $531K as of Q2 2026.
Atwater Malick left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.12% of Atwater Malick's portfolio in Q2 2026, its #75 holding.
Atwater Malick first reported a position in Invesco QQQ Trust in Q3 2019 and has held it in 11 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.