Benchmark Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Benchmark Investment 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	$621K	Buy	843 +23	+3%	+$15.8K	0.27%	47
2026 Q1	$473K	Buy	+820	New	+$498K	0.28%	55
2025 Q3	$380K	Buy	+633	New	+$362K	0.22%	61
2025 Q1	–	Sell	-411	Closed	-$210K	–	89
2024 Q4	$210K	Sell	411 -111	-21%	-$56.1K	0.14%	85
2024 Q3	$255K	Sell	522 -74	-12%	-$35K	0.18%	78
2024 Q2	$286K	Buy	596 +31	+5%	+$13.9K	0.21%	76
2024 Q1	$251K	Sell	565 -120	-18%	-$51.5K	0.2%	80
2023 Q4	$280K	Buy	685 +5	+0.7%	+$1.9K	0.26%	72
2023 Q3	$244K	Hold	680	–	–	0.25%	75
2023 Q2	$251K	Hold	680	–	–	0.23%	80
2023 Q1	$218K	Buy	+680	New	+$201K	0.22%	85
2022 Q2	–	Sell	-831	Closed	-$301K	–	101
2022 Q1	$301K	Buy	831 +152	+22%	+$54K	0.23%	108
2021 Q4	$270K	Buy	+679	New	+$262K	0.22%	86

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

Benchmark Investment Advisors's QQQ Position: Q2 2026 in Review

Benchmark Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 2.8% in Q2 2026, buying an estimated $15.8K and bringing the position to 843 shares worth $621K. The position accounts for 0.27% of the portfolio, ranked #47.

Benchmark Investment Advisors first reported a position in QQQ in Q4 2021 and has held it in 13 quarters since. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Benchmark Investment Advisors held 843 shares of Invesco QQQ Trust worth $621K as of Q2 2026.
Benchmark Investment Advisors bought 23 Invesco QQQ Trust shares in Q2 2026, an estimated $15.8K.
Invesco QQQ Trust made up 0.27% of Benchmark Investment Advisors's portfolio in Q2 2026, its #47 holding.
Benchmark Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 13 quarters since.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.