Burford Brothers’s Invesco QQQ Trust QQQ Stock Holding History

Burford Brothers’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	$342K	Buy	464 +31	+7%	+$21.3K	0.13%	127
2026 Q1	$250K	Hold	433	–	–	0.1%	152
2025 Q4	$266K	Buy	433 +2	+0.5%	+$1.23K	0.11%	147
2025 Q3	$259K	Buy	431 +3	+0.7%	+$1.72K	0.11%	144
2025 Q2	$236K	Hold	428	–	–	0.11%	146
2025 Q1	$201K	Buy	428 +8	+2%	+$4.07K	0.1%	147
2024 Q4	$215K	Sell	420 -99	-19%	-$50.1K	0.11%	140
2024 Q3	$253K	Hold	519	–	–	0.13%	132
2024 Q2	$249K	Buy	+519	New	+$233K	0.14%	131
2024 Q1	–	Sell	-674	Closed	-$276K	–	155
2023 Q4	$276K	Buy	+674	New	+$256K	0.2%	122

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

Burford Brothers's QQQ Position: Q2 2026 in Review

Burford Brothers increased its Invesco QQQ Trust (QQQ) stake by 7.2% in Q2 2026, buying an estimated $21.3K and bringing the position to 464 shares worth $342K. The position accounts for 0.13% of the portfolio, ranked #127.

Burford Brothers first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Burford Brothers held 464 shares of Invesco QQQ Trust worth $342K as of Q2 2026.
Burford Brothers bought 31 Invesco QQQ Trust shares in Q2 2026, an estimated $21.3K.
Invesco QQQ Trust made up 0.13% of Burford Brothers's portfolio in Q2 2026, its #127 holding.
Burford Brothers first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.