DecisionPoint Financial’s Invesco QQQ Trust QQQ Stock Holding History

DecisionPoint Financial’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	$28.8K	Buy	40 +4	+11%	+$2.75K	0.01%	130
2026 Q1	$20.6K	Hold	36	–	–	﹤0.01%	142
2025 Q4	$21.9K	Buy	+36	New	+$22.1K	﹤0.01%	132
2025 Q2	–	Sell	-21	Closed	-$9.85K	–	674
2025 Q1	$9.85K	Hold	21	–	–	﹤0.01%	158
2024 Q4	$10.7K	Buy	21 +10	+91%	+$5.06K	﹤0.01%	156
2024 Q3	$5.37K	Hold	11	–	–	﹤0.01%	183
2024 Q2	$5.18K	Hold	11	–	–	﹤0.01%	180
2024 Q1	$4.74K	Sell	11 -9	-45%	-$3.86K	﹤0.01%	197
2023 Q4	$8.19K	Hold	20	–	–	﹤0.01%	138
2023 Q3	$7.17K	Buy	20 +9	+82%	+$3.34K	﹤0.01%	139
2023 Q2	$4.06K	Hold	11	–	–	﹤0.01%	147
2023 Q1	$3.53K	Hold	11	–	–	﹤0.01%	148
2022 Q4	$2.93K	Buy	+11	New	+$3.04K	﹤0.01%	133

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

DecisionPoint Financial's QQQ Position: Q2 2026 in Review

DecisionPoint Financial increased its Invesco QQQ Trust (QQQ) stake by 11% in Q2 2026, buying an estimated $2.75K and bringing the position to 40 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #130.

DecisionPoint Financial first reported a position in QQQ in Q4 2022 and has held it in 13 quarters since. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

DecisionPoint Financial held 40 shares of Invesco QQQ Trust worth $28.8K as of Q2 2026.
DecisionPoint Financial bought 4 Invesco QQQ Trust shares in Q2 2026, an estimated $2.75K.
Invesco QQQ Trust made up 0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #130 holding.
DecisionPoint Financial first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 13 quarters since.
3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.