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Clarity Retirement & Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Clarity Retirement & Wealth’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 		$402K Buy
546
+162
+42% +$111K 0.28% 26
2026
Q1 		$222K Sell
384
-200
-34% -$122K 0.18% 25
2025
Q4 		$359K Buy
+584
New +$358K 0.32% 22

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

Clarity Retirement & Wealth's QQQ Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its Invesco QQQ Trust (QQQ) stake by 42% in Q2 2026, buying an estimated $111K and bringing the position to 546 shares worth $402K. The position accounts for 0.28% of the portfolio, ranked #26.

Clarity Retirement & Wealth first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Clarity Retirement & Wealth held 546 shares of Invesco QQQ Trust worth $402K as of Q2 2026.
  • Clarity Retirement & Wealth bought 162 Invesco QQQ Trust shares in Q2 2026, an estimated $111K.
  • Invesco QQQ Trust made up 0.28% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #26 holding.
  • Clarity Retirement & Wealth first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.