CAIM
QQQ icon

Catherine Avery Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Catherine Avery Investment Management’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 		$7.36K Buy
+10
New +$6.88K ﹤0.01% 126
2026
Q1 		– Sell
-2
Closed -$1.23K – 138
2025
Q4 		$1.23K Hold
2
– – ﹤0.01% 140
2025
Q3 		$1.2K Hold
2
– – ﹤0.01% 143
2025
Q2 		$1.1K Buy
+2
New +$995 ﹤0.01% 146

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

Catherine Avery Investment Management's QQQ Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 10 shares worth $7.36K. The stake represents ﹤0.01% of the portfolio and ranks #126 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in QQQ as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in QQQ in Q2 2025 and has held it in 4 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Catherine Avery Investment Management held 10 shares of Invesco QQQ Trust worth $7.36K as of Q2 2026.
  • Invesco QQQ Trust was a new Catherine Avery Investment Management position in Q2 2026.
  • Invesco QQQ Trust made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #126 holding.
  • Catherine Avery Investment Management first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 4 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.