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CFO4Life Group’s Invesco QQQ Trust QQQ Stock Holding History

CFO4Life 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 		$634K Sell
862
-1,432
-62% -$985K 0.09% 116
2026
Q1 		$1.32M Sell
2,294
-633
-22% -$385K 0.2% 63
2025
Q4 		$1.8M Sell
2,927
-390
-12% -$239K 0.26% 58
2025
Q3 		$1.99M Buy
3,317
+166
+5% +$95.1K 0.29% 52
2025
Q2 		$1.74M Sell
3,151
-51
-2% -$25.4K 0.27% 55
2025
Q1 		$1.5M Sell
3,202
-59
-2% -$30K 0.25% 58
2024
Q4 		$1.67M Buy
3,261
+3
+0.1% +$1.52K 0.29% 51
2024
Q3 		$1.59M Buy
+3,258
New +$1.54M 0.28% 48
2024
Q2 		– Sell
-3,368
Closed -$1.5M – 216
2024
Q1 		$1.5M Sell
3,368
-132
-4% -$56.6K 0.27% 47
2023
Q4 		$1.43M Buy
3,500
+100
+3% +$38K 0.27% 53
2023
Q3 		$1.22M Buy
3,400
+55
+2% +$20.4K 0.28% 49
2023
Q2 		$1.24M Buy
3,345
+884
+36% +$298K 0.27% 48
2023
Q1 		$790K Sell
2,461
-48
-2% -$14.2K 0.18% 62
2022
Q4 		$668K Buy
2,509
+143
+6% +$39.5K 0.14% 85
2022
Q3 		$632K Buy
2,366
+48
+2% +$14.5K 0.17% 66
2022
Q2 		$671K Buy
2,318
+347
+18% +$108K 0.17% 67
2022
Q1 		$714K Buy
1,971
+93
+5% +$33K 0.15% 72
2021
Q4 		$747K Sell
1,878
-320
-15% -$124K 0.15% 72
2021
Q3 		$787K Buy
2,198
+707
+47% +$260K 0.18% 63
2021
Q2 		$529K Hold
1,491
– – 0.12% 88
2021
Q1 		$476K Hold
1,491
– – 0.12% 91
2020
Q4 		$468K Buy
1,491
+1
+0.1% +$294 0.13% 86
2020
Q3 		$414K Hold
1,490
– – 0.14% 86
2020
Q2 		$369K Buy
1,490
+272
+22% +$61K 0.14% 72
2020
Q1 		$232K Hold
1,218
– – 0.12% 97
2019
Q4 		$259K Hold
1,218
– – 0.11% 103
2019
Q3 		$230K Buy
+1,218
New +$231K 0.1% 105

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

CFO4Life Group's QQQ Position: Q2 2026 in Review

CFO4Life Group reduced its Invesco QQQ Trust (QQQ) stake by 62% in Q2 2026, selling an estimated $985K and leaving 862 shares worth $634K. The position accounts for 0.09% of the portfolio, ranked #116.

CFO4Life Group first reported a position in QQQ in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.99M in Q3 2025. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • CFO4Life Group held 862 shares of Invesco QQQ Trust worth $634K as of Q2 2026.
  • CFO4Life Group sold 1,432 Invesco QQQ Trust shares in Q2 2026, an estimated $985K.
  • Invesco QQQ Trust made up 0.09% of CFO4Life Group's portfolio in Q2 2026, its #116 holding.
  • CFO4Life Group first reported a position in Invesco QQQ Trust in Q3 2019 and has held it in 27 quarters since.
  • CFO4Life Group's Invesco QQQ Trust position peaked at $1.99M in Q3 2025.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.