Capstone Triton Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Capstone Triton Financial Group’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	$256K	Sell	347 -439	-56%	-$302K	0.15%	92
2026 Q1	$470K	Buy	786 +348	+79%	+$211K	0.82%	28
2025 Q4	$269K	Sell	438 -7	-2%	-$4.29K	0.18%	80
2025 Q3	$267K	Buy	445 +38	+9%	+$21.8K	0.18%	83
2025 Q2	$225K	Buy	+407	New	+$202K	0.16%	83
2024 Q4	$217K	Buy	424 +12	+3%	+$6.07K	0.14%	101
2024 Q3	$201K	Sell	412 -10	-2%	-$4.73K	0.13%	108
2024 Q2	$202K	Buy	+422	New	+$190K	0.14%	94
2021 Q3	–	Sell	-10,000	Closed	-$3.68M	–	124
2021 Q2	$10K	Buy	+10,000	New	+$3.36M	0.01%	119

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

Capstone Triton Financial Group's QQQ Position: Q2 2026 in Review

Capstone Triton Financial Group reduced its Invesco QQQ Trust (QQQ) stake by 56% in Q2 2026, selling an estimated $302K and leaving 347 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #92.

Capstone Triton Financial Group first reported a position in QQQ in Q2 2021 and has held it in 9 quarters since. The position peaked at $470K in Q1 2026. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Capstone Triton Financial Group held 347 shares of Invesco QQQ Trust worth $256K as of Q2 2026.
Capstone Triton Financial Group sold 439 Invesco QQQ Trust shares in Q2 2026, an estimated $302K.
Invesco QQQ Trust made up 0.15% of Capstone Triton Financial Group's portfolio in Q2 2026, its #92 holding.
Capstone Triton Financial Group first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 9 quarters since.
Capstone Triton Financial Group's Invesco QQQ Trust position peaked at $470K in Q1 2026.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.