Chokshi & Queen Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Chokshi & Queen Wealth Advisors’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	$47.9M	Buy	65,065 +2,699	+4%	+$1.86M	22.19%	2
2026 Q1	$36M	Buy	62,366 +777	+1%	+$472K	19.23%	2
2025 Q4	$37.8M	Buy	61,589 +867	+1%	+$532K	19.77%	2
2025 Q3	$36.5M	Buy	60,722 +802	+1%	+$459K	19.3%	2
2025 Q2	$33.1M	Buy	59,920 +2,134	+4%	+$1.06M	18.94%	2
2025 Q1	$27.1M	Sell	57,786 -376	-0.6%	-$191K	16.53%	2
2024 Q4	$29.7M	Buy	+58,162	New	+$29.4M	18.45%	2

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

Chokshi & Queen Wealth Advisors's QQQ Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 4.3% in Q2 2026, buying an estimated $1.86M and bringing the position to 65,065 shares worth $47.9M. The position accounts for 22.19% of the portfolio, ranked #2.

Chokshi & Queen Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 4,006 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Chokshi & Queen Wealth Advisors held 65,065 shares of Invesco QQQ Trust worth $47.9M as of Q2 2026.
Chokshi & Queen Wealth Advisors bought 2,699 Invesco QQQ Trust shares in Q2 2026, an estimated $1.86M.
Invesco QQQ Trust made up 22.19% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Chokshi & Queen Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
4,006 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.