B.O.S.S. Retirement Advisors’s Invesco QQQ Trust QQQ Stock Holding History

B.O.S.S. Retirement Advisors’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	$748K	Buy	1,016 +39	+4%	+$26.8K	0.2%	72
2026 Q1	$564K	Sell	977 -13	-1%	-$7.9K	0.17%	87
2025 Q4	$608K	Sell	990 -2,587	-72%	-$1.59M	0.19%	87
2025 Q3	$2.15M	Buy	3,577 +490	+16%	+$281K	0.51%	45
2025 Q2	$1.7M	Sell	3,087 -77	-2%	-$38.3K	0.43%	47
2025 Q1	$1.48M	Sell	3,164 -495	-14%	-$251K	0.43%	51
2024 Q4	$1.87M	Buy	3,659 +3,057	+508%	+$1.55M	0.52%	41
2024 Q3	$294K	Buy	+602	New	+$285K	0.06%	177
2024 Q1	–	Sell	-2,659	Closed	-$1.09M	–	205
2023 Q4	$1.09M	Sell	2,659 -1,046	-28%	-$397K	0.21%	151
2023 Q3	$1.08M	Buy	3,705 +273	+8%	+$101K	0.23%	157
2023 Q2	$1.27M	Buy	3,432 +870	+34%	+$293K	0.27%	149
2023 Q1	$822K	Buy	2,562 +657	+34%	+$194K	0.19%	153
2022 Q4	$508K	Buy	+1,905	New	+$527K	0.13%	168

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

B.O.S.S. Retirement Advisors's QQQ Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Invesco QQQ Trust (QQQ) stake by 4% in Q2 2026, buying an estimated $26.8K and bringing the position to 1,016 shares worth $748K. The position accounts for 0.2% of the portfolio, ranked #72.

B.O.S.S. Retirement Advisors first reported a position in QQQ in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.15M in Q3 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

B.O.S.S. Retirement Advisors held 1,016 shares of Invesco QQQ Trust worth $748K as of Q2 2026.
B.O.S.S. Retirement Advisors bought 39 Invesco QQQ Trust shares in Q2 2026, an estimated $26.8K.
Invesco QQQ Trust made up 0.2% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #72 holding.
B.O.S.S. Retirement Advisors first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 13 quarters since.
B.O.S.S. Retirement Advisors's Invesco QQQ Trust position peaked at $2.15M in Q3 2025.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.