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BostonPremier Wealth’s Invesco QQQ Trust QQQ Stock Holding History

BostonPremier Wealth’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 		$36.4M Buy
49,385
+1,404
+3% +$966K 15.44% 2
2026
Q1 		$27.7M Buy
47,981
+1,280
+3% +$778K 14.31% 2
2025
Q4 		$28.7M Buy
46,701
+9,592
+26% +$5.89M 14.7% 2
2025
Q3 		$22.3M Buy
37,109
+802
+2% +$459K 11.07% 2
2025
Q2 		$20M Buy
36,307
+553
+2% +$275K 11.11% 2
2025
Q1 		$16.8M Buy
35,754
+3,799
+12% +$1.93M 10.41% 2
2024
Q4 		$16.3M Buy
+31,955
New +$16.2M 9.9% 2

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

BostonPremier Wealth's QQQ Position: Q2 2026 in Review

BostonPremier Wealth increased its Invesco QQQ Trust (QQQ) stake by 2.9% in Q2 2026, buying an estimated $966K and bringing the position to 49,385 shares worth $36.4M. The position accounts for 15.44% of the portfolio, ranked #2.

BostonPremier Wealth 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.

  • BostonPremier Wealth held 49,385 shares of Invesco QQQ Trust worth $36.4M as of Q2 2026.
  • BostonPremier Wealth bought 1,404 Invesco QQQ Trust shares in Q2 2026, an estimated $966K.
  • Invesco QQQ Trust made up 15.44% of BostonPremier Wealth's portfolio in Q2 2026, its #2 holding.
  • BostonPremier Wealth 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 BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.