Chancellor Financial Group WB’s Invesco QQQ Trust QQQ Stock Holding History

Chancellor Financial Group WB’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	$613K	Buy	832 +8	+1%	+$5.5K	0.38%	56
2026 Q1	$476K	Sell	824 -75	-8%	-$45.6K	0.34%	59
2025 Q4	$552K	Hold	899	–	–	0.37%	55
2025 Q3	$540K	Buy	899 +75	+9%	+$42.9K	0.38%	52
2025 Q2	$455K	Sell	824 -100	-11%	-$49.7K	0.35%	58
2025 Q1	$433K	Buy	924 +275	+42%	+$140K	0.36%	58
2024 Q4	$332K	Buy	+649	New	+$328K	0.27%	74

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

Chancellor Financial Group WB's QQQ Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Invesco QQQ Trust (QQQ) stake by 0.97% in Q2 2026, buying an estimated $5.5K and bringing the position to 832 shares worth $613K. The position accounts for 0.38% of the portfolio, ranked #56.

Chancellor Financial Group WB first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 4,010 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Chancellor Financial Group WB held 832 shares of Invesco QQQ Trust worth $613K as of Q2 2026.
Chancellor Financial Group WB bought 8 Invesco QQQ Trust shares in Q2 2026, an estimated $5.5K.
Invesco QQQ Trust made up 0.38% of Chancellor Financial Group WB's portfolio in Q2 2026, its #56 holding.
Chancellor Financial Group WB first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
4,010 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.