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Cavalier Investments’s Invesco QQQ Trust QQQ Stock Holding History

Cavalier Investments’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 		$230M Sell
312,300
-937,700
-75% -$645M 9.55% 4
2026
Q1 		$721M Buy
1,250,000
+896,300
+253% +$545M 19.5% 2
2025
Q4 		$217M Buy
353,700
+353,654
+768,813% +$217M 11.17% 4
2025
Q3 		$2.76M Buy
+46
New +$26.3K 0.23% 57

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

Cavalier Investments's QQQ Position: Q2 2026 in Review

Cavalier Investments reduced its Invesco QQQ Trust (QQQ) stake by 80% in Q2 2026, selling an estimated $56.9M and leaving 20,430 shares worth $15M. The position accounts for 0.62% of the portfolio, ranked #20.

Cavalier Investments first reported a position in QQQ in Q3 2019 and has held it in 28 quarters since. The position peaked at $72.9M in Q4 2024. 3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Cavalier Investments held 20,430 shares of Invesco QQQ Trust worth $15M as of Q2 2026.
  • Cavalier Investments sold 82,714 Invesco QQQ Trust shares in Q2 2026, an estimated $56.9M.
  • Invesco QQQ Trust made up 0.62% of Cavalier Investments's portfolio in Q2 2026, its #20 holding.
  • Cavalier Investments first reported a position in Invesco QQQ Trust in Q3 2019 and has held it in 28 quarters since.
  • Cavalier Investments's Invesco QQQ Trust position peaked at $72.9M in Q4 2024.
  • 3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.