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Belmont Capital’s Invesco QQQ Trust QQQ Stock Holding History

Belmont Capital’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
2025
Q2 		$1.92M Buy
3,475
+2,195
+171% +$1.09M 0.29% 28
2025
Q1 		$600K Hold
1,280
– – 0.11% 53
2024
Q4 		$654K Hold
1,280
– – 0.11% 44
2024
Q3 		$625K Sell
1,280
-3,354
-72% -$1.59M 0.1% 57
2024
Q2 		$2.22M Hold
4,634
– – 0.41% 23
2024
Q1 		$2.06M Buy
+4,634
New +$1.99M 0.56% 20

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Belmont Capital's QQQ Position: Q2 2025 in Review

Belmont Capital increased its Invesco QQQ Trust (QQQ) stake by 171% in Q2 2025, buying an estimated $1.09M and bringing the position to 3,475 shares worth $1.92M. The position accounts for 0.29% of the portfolio, ranked #28.

Belmont Capital first reported a position in QQQ in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.22M in Q2 2024. 3,483 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

  • Belmont Capital held 3,475 shares of Invesco QQQ Trust worth $1.92M as of Q2 2025.
  • Belmont Capital bought 2,195 Invesco QQQ Trust shares in Q2 2025, an estimated $1.09M.
  • Invesco QQQ Trust made up 0.29% of Belmont Capital's portfolio in Q2 2025, its #28 holding.
  • Belmont Capital first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 6 quarters since.
  • Belmont Capital's Invesco QQQ Trust position peaked at $2.22M in Q2 2024.
  • 3,483 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.