Daner Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Daner Wealth Management’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	$470K	Buy	642 +1	+0.2%	+$688	0.25%	53
2026 Q1	$453K	Buy	641 +11	+2%	+$6.68K	0.27%	49
2025 Q4	$385K	Hold	630	–	–	0.24%	57
2025 Q3	$385K	Hold	630	–	–	0.25%	47
2025 Q2	$365K	Buy	+630	New	+$313K	0.25%	49
2024 Q4	$330K	Buy	+630	New	+$319K	0.24%	44

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

Daner Wealth Management's QQQ Position: Q2 2026 in Review

Daner Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 0.16% in Q2 2026, buying an estimated $688 and bringing the position to 642 shares worth $470K. The position accounts for 0.25% of the portfolio, ranked #53.

Daner Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Daner Wealth Management held 642 shares of Invesco QQQ Trust worth $470K as of Q2 2026.
Daner Wealth Management bought 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
Invesco QQQ Trust made up 0.25% of Daner Wealth Management's portfolio in Q2 2026, its #53 holding.
Daner Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.