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Buck Wealth Strategies’s Invesco QQQ Trust QQQ Stock Holding History

Buck Wealth Strategies’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 		$11.1M Buy
15,103
+9,579
+173% +$6.59M 1.16% 35
2026
Q1 		$3.19M Sell
5,524
-1,084
-16% -$659K 0.39% 45
2025
Q4 		$4.06M Sell
6,608
-2,761
-29% -$1.69M 0.52% 45
2025
Q3 		$5.63M Buy
9,369
+4,031
+76% +$2.31M 0.77% 39
2025
Q2 		$2.94M Buy
5,338
+1,641
+44% +$816K 0.45% 46
2025
Q1 		$1.73M Sell
3,697
-17,978
-83% -$9.13M 0.32% 48
2024
Q4 		$11.1M Buy
21,675
+8,799
+68% +$4.45M 2.3% 14
2024
Q3 		$6.29M Sell
12,876
-729
-5% -$345K 1.98% 31
2024
Q2 		$6.52M Buy
+13,605
New +$6.12M 1.92% 33
2024
Q1 		– Sell
-11,461
Closed -$4.69M – 97
2023
Q4 		$4.69M Buy
11,461
+11,305
+7,247% +$4.29M 1.74% 34
2023
Q3 		$55.9K Buy
156
+65
+71% +$24.1K 0.02% 105
2023
Q2 		$33.6K Sell
91
-54
-37% -$18.2K 0.01% 95
2023
Q1 		$46.5K Buy
+145
New +$42.8K 0.02% 63

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

Buck Wealth Strategies's QQQ Position: Q2 2026 in Review

Buck Wealth Strategies increased its Invesco QQQ Trust (QQQ) stake by 173% in Q2 2026, buying an estimated $6.59M and bringing the position to 15,103 shares worth $11.1M. The position accounts for 1.16% of the portfolio, ranked #35.

Buck Wealth Strategies first reported a position in QQQ in Q1 2023 and has held it in 13 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Buck Wealth Strategies held 15,103 shares of Invesco QQQ Trust worth $11.1M as of Q2 2026.
  • Buck Wealth Strategies bought 9,579 Invesco QQQ Trust shares in Q2 2026, an estimated $6.59M.
  • Invesco QQQ Trust made up 1.16% of Buck Wealth Strategies's portfolio in Q2 2026, its #35 holding.
  • Buck Wealth Strategies first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 13 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.