Beckerman Institutional’s Invesco QQQ Trust QQQ Stock Holding History

Beckerman Institutional’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	$301K	Hold	411	–	–	0.14%	112
2026 Q1	$236K	Sell	411 -20	-5%	-$12.2K	0.13%	112
2025 Q4	$264K	Hold	431	–	–	0.15%	109
2025 Q3	$258K	Buy	431 +2	+0.5%	+$1.15K	0.15%	105
2025 Q2	$237K	Hold	429	–	–	0.16%	99
2025 Q1	$201K	Hold	429	–	–	0.15%	99
2024 Q4	$219K	Buy	+429	New	+$217K	0.18%	95

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

Beckerman Institutional's QQQ Position: Q2 2026 in Review

Beckerman Institutional held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 411 shares worth $301K. The position accounts for 0.14% of the portfolio, ranked #112.

Beckerman Institutional first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Beckerman Institutional held 411 shares of Invesco QQQ Trust worth $301K as of Q2 2026.
Beckerman Institutional left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.14% of Beckerman Institutional's portfolio in Q2 2026, its #112 holding.
Beckerman Institutional first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.