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CX Institutional’s Invesco QQQ Trust QQQ Stock Holding History

CX Institutional’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 		$3.06M Buy
4,156
+1,323
+47% +$910K 0.09% 204
2026
Q1 		$1.64M Sell
2,833
-438
-13% -$266K 0.05% 280
2025
Q4 		$2.01M Buy
3,271
+249
+8% +$153K 0.06% 201
2025
Q3 		$1.81M Buy
3,022
+934
+45% +$535K 0.06% 214
2025
Q2 		$1.15M Sell
2,088
-1,372
-40% -$682K 0.04% 248
2025
Q1 		$1.62M Sell
3,460
-37
-1% -$18.8K 0.06% 210
2024
Q4 		$1.79M Buy
3,497
+1,007
+40% +$509K 0.07% 185
2024
Q3 		$1.22M Sell
2,490
-513
-17% -$243K 0.05% 258
2024
Q2 		$1.44M Buy
3,003
+239
+9% +$107K 0.07% 224
2024
Q1 		$1.23M Buy
2,764
+2,372
+605% +$1.02M 0.06% 249
2023
Q4 		$161K Sell
392
-2,649
-87% -$1.01M 0.01% 507
2023
Q3 		$1.09M Sell
3,041
-8
-0.3% -$2.97K 0.06% 240
2023
Q2 		$1.13M Sell
3,049
-915
-23% -$308K 0.06% 261
2023
Q1 		$1.27M Buy
3,964
+915
+30% +$270K 0.07% 259
2022
Q4 		$812K Buy
3,049
+216
+8% +$59.7K 0.05% 305
2022
Q3 		$757K Sell
2,833
-1,847
-39% -$557K 0.05% 300
2022
Q2 		$1.31M Sell
4,680
-5,714
-55% -$1.77M 0.1% 220
2022
Q1 		$3.77M Buy
+10,394
New +$3.69M 0.3% 97
2021
Q4 		– Sell
-15
Closed -$5K – 777
2021
Q3 		$5K Buy
+15
New +$5.52K ﹤0.01% 868
2021
Q2 		– Sell
-10
Closed -$3K – 967
2021
Q1 		$3K Buy
+10
New +$3.2K ﹤0.01% 816
2020
Q4 		– Sell
-3
Closed -$1K – 904
2020
Q3 		$1K Buy
+3
New +$814 ﹤0.01% 861
2019
Q1 		– Sell
-344
Closed -$53K – 814
2018
Q4 		$53K Buy
344
+326
+1,811% +$54.5K 0.01% 251
2018
Q3 		$3K Buy
+18
New +$3.26K ﹤0.01% 317

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

CX Institutional's QQQ Position: Q2 2026 in Review

CX Institutional increased its Invesco QQQ Trust (QQQ) stake by 47% in Q2 2026, buying an estimated $910K and bringing the position to 4,156 shares worth $3.06M. The position accounts for 0.09% of the portfolio, ranked #204.

CX Institutional first reported a position in QQQ in Q3 2018 and has held it in 23 quarters since. The position peaked at $3.77M in Q1 2022. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • CX Institutional held 4,156 shares of Invesco QQQ Trust worth $3.06M as of Q2 2026.
  • CX Institutional bought 1,323 Invesco QQQ Trust shares in Q2 2026, an estimated $910K.
  • Invesco QQQ Trust made up 0.09% of CX Institutional's portfolio in Q2 2026, its #204 holding.
  • CX Institutional first reported a position in Invesco QQQ Trust in Q3 2018 and has held it in 23 quarters since.
  • CX Institutional's Invesco QQQ Trust position peaked at $3.77M in Q1 2022.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.