Commonwealth Retirement Investments’s Invesco QQQ Trust QQQ Stock Holding History

Commonwealth Retirement Investments’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	$581K	Buy	790 +11	+1%	+$7.57K	0.16%	87
2026 Q1	$449K	Buy	779 +72	+10%	+$43.7K	0.14%	94
2025 Q4	$435K	Hold	707	–	–	0.14%	97
2025 Q3	$425K	Hold	707	–	–	0.14%	97
2025 Q2	$390K	Buy	707 +180	+34%	+$89.5K	0.15%	98
2025 Q1	$247K	Sell	527 -102	-16%	-$51.8K	0.1%	88
2024 Q4	$322K	Buy	629 +210	+50%	+$106K	0.13%	87
2024 Q3	$205K	Buy	+419	New	+$198K	0.09%	91

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

Commonwealth Retirement Investments's QQQ Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its Invesco QQQ Trust (QQQ) stake by 1.4% in Q2 2026, buying an estimated $7.57K and bringing the position to 790 shares worth $581K. The position accounts for 0.16% of the portfolio, ranked #87.

Commonwealth Retirement Investments first reported a position in QQQ in Q3 2024 and has held it in 8 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Commonwealth Retirement Investments held 790 shares of Invesco QQQ Trust worth $581K as of Q2 2026.
Commonwealth Retirement Investments bought 11 Invesco QQQ Trust shares in Q2 2026, an estimated $7.57K.
Invesco QQQ Trust made up 0.16% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #87 holding.
Commonwealth Retirement Investments first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 8 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.