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BCU Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

BCU Wealth 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 		$799K Sell
1,084
-50
-4% -$34.4K 0.27% 30
2026
Q1 		$655K Buy
1,134
+1
+0.1% +$608 0.24% 31
2025
Q4 		$696K Buy
1,133
+2
+0.2% +$1.23K 0.27% 27
2025
Q3 		$679K Buy
1,131
+1
+0.1% +$573 0.27% 28
2025
Q2 		$623K Buy
1,130
+1
+0.1% +$497 0.28% 31
2025
Q1 		$529K Hold
1,129
– – 0.28% 29
2024
Q4 		$577K Buy
1,129
+3
+0.3% +$1.52K 0.33% 28
2024
Q3 		$549K Buy
1,126
+102
+10% +$48.3K 0.33% 30
2024
Q2 		$491K Buy
1,024
+1
+0.1% +$450 0.36% 31
2024
Q1 		$454K Buy
1,023
+2
+0.2% +$858 0.39% 32
2023
Q4 		$418K Buy
+1,021
New +$388K 0.45% 31

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

BCU Wealth Advisors's QQQ Position: Q2 2026 in Review

BCU Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 4.4% in Q2 2026, selling an estimated $34.4K and leaving 1,084 shares worth $799K. The position accounts for 0.27% of the portfolio, ranked #30.

BCU Wealth Advisors first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 4,021 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • BCU Wealth Advisors held 1,084 shares of Invesco QQQ Trust worth $799K as of Q2 2026.
  • BCU Wealth Advisors sold 50 Invesco QQQ Trust shares in Q2 2026, an estimated $34.4K.
  • Invesco QQQ Trust made up 0.27% of BCU Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • BCU Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 4,021 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.