Comprehensive Money Management Services’s Invesco QQQ Trust QQQ Stock Holding History

Comprehensive Money Management Services’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	$295K	Sell	400 -35	-8%	-$24.1K	0.19%	159
2026 Q1	$251K	Hold	435	–	–	0.16%	169
2025 Q4	$267K	Hold	435	–	–	0.18%	158
2025 Q3	$261K	Hold	435	–	–	0.18%	161
2025 Q2	$240K	Hold	435	–	–	0.18%	161
2025 Q1	$204K	Hold	435	–	–	0.16%	167
2024 Q4	$222K	Buy	+435	New	+$220K	0.18%	161

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

Comprehensive Money Management Services's QQQ Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Invesco QQQ Trust (QQQ) stake by 8% in Q2 2026, selling an estimated $24.1K and leaving 400 shares worth $295K. The position accounts for 0.19% of the portfolio, ranked #159.

Comprehensive Money Management Services first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 4,021 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Comprehensive Money Management Services held 400 shares of Invesco QQQ Trust worth $295K as of Q2 2026.
Comprehensive Money Management Services sold 35 Invesco QQQ Trust shares in Q2 2026, an estimated $24.1K.
Invesco QQQ Trust made up 0.19% of Comprehensive Money Management Services's portfolio in Q2 2026, its #159 holding.
Comprehensive Money Management Services first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
4,021 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.