Clear Investment Research’s Invesco QQQ Trust QQQ Stock Holding History

Clear Investment Research’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	$419K	Sell	569 -1	-0.2%	-$688	0.65%	39
2026 Q1	$329K	Hold	570	–	–	0.51%	40
2025 Q4	$350K	Buy	570 +1	+0.2%	+$614	0.58%	43
2025 Q3	$342K	Sell	569 -31	-5%	-$17.8K	0.46%	48
2025 Q2	$331K	Hold	600	–	–	0.42%	46
2025 Q1	$281K	Hold	600	–	–	0.38%	47
2024 Q4	$307K	Hold	600	–	–	0.39%	46
2024 Q3	$293K	Buy	600 +48	+9%	+$22.7K	0.38%	46
2024 Q2	$264K	Buy	552 +120	+28%	+$54K	0.34%	44
2024 Q1	$192K	Hold	432	–	–	0.26%	54
2023 Q4	$177K	Sell	432 -5	-1%	-$1.9K	0.25%	58
2023 Q3	$157K	Buy	437 +85	+24%	+$31.5K	0.27%	52
2023 Q2	$130K	Buy	352 +194	+123%	+$65.3K	0.22%	58
2023 Q1	$50.7K	Buy	158 +66	+72%	+$19.5K	0.09%	80
2022 Q4	$24K	Buy	92 +1	+1%	+$277	0.05%	100
2022 Q3	$24K	Buy	+91	New	+$27.5K	0.05%	101

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

Clear Investment Research's QQQ Position: Q2 2026 in Review

Clear Investment Research reduced its Invesco QQQ Trust (QQQ) stake by 0.18% in Q2 2026, selling an estimated $688 and leaving 569 shares worth $419K. The position accounts for 0.65% of the portfolio, ranked #39.

Clear Investment Research first reported a position in QQQ in Q3 2022 and has held it in 16 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Clear Investment Research held 569 shares of Invesco QQQ Trust worth $419K as of Q2 2026.
Clear Investment Research sold 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
Invesco QQQ Trust made up 0.65% of Clear Investment Research's portfolio in Q2 2026, its #39 holding.
Clear Investment Research first reported a position in Invesco QQQ Trust in Q3 2022 and has held it in 16 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.