BetterWealth’s Invesco QQQ Trust QQQ Stock Holding History

BetterWealth’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	$838K	Buy	1,138 +2	+0.2%	+$1.38K	0.15%	38
2026 Q1	$656K	Hold	1,136	–	–	0.13%	39
2025 Q4	$698K	Sell	1,136 -37	-3%	-$22.7K	0.16%	34
2025 Q3	$704K	Buy	1,173 +647	+123%	+$370K	0.17%	35
2025 Q2	$290K	Hold	526	–	–	0.07%	49
2025 Q1	$247K	Buy	+526	New	+$267K	0.07%	52
2024 Q3	–	Sell	-526	Closed	-$252K	–	65
2024 Q2	$252K	Sell	526 -40	-7%	-$18K	0.08%	50
2024 Q1	$251K	Buy	566 +40	+8%	+$17.1K	0.08%	54
2023 Q4	$215K	Buy	+526	New	+$200K	0.07%	57
2022 Q1	–	Sell	-532	Closed	-$212K	–	42
2021 Q4	$212K	Buy	+532	New	+$205K	0.15%	40

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

BetterWealth's QQQ Position: Q2 2026 in Review

BetterWealth increased its Invesco QQQ Trust (QQQ) stake by 0.18% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,138 shares worth $838K. The position accounts for 0.15% of the portfolio, ranked #38.

BetterWealth first reported a position in QQQ in Q4 2021 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

BetterWealth held 1,138 shares of Invesco QQQ Trust worth $838K as of Q2 2026.
BetterWealth bought 2 Invesco QQQ Trust shares in Q2 2026, an estimated $1.38K.
Invesco QQQ Trust made up 0.15% of BetterWealth's portfolio in Q2 2026, its #38 holding.
BetterWealth first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 10 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.