Equita Financial Network’s Invesco QQQ Trust QQQ Stock Holding History

Equita Financial Network’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	$1.12M	Buy	1,519 +7	+0.5%	+$4.82K	0.31%	40
2026 Q1	$872K	Sell	1,512 -107	-7%	-$65K	0.27%	44
2025 Q4	$994K	Hold	1,619	–	–	0.3%	43
2025 Q3	$972K	Buy	1,619 +295	+22%	+$169K	0.33%	39
2025 Q2	$730K	Sell	1,324 -156	-11%	-$77.6K	0.29%	41
2025 Q1	$694K	Hold	1,480	–	–	0.24%	52
2024 Q4	$756K	Sell	1,480 -60	-4%	-$30.3K	0.27%	45
2024 Q3	$751K	Buy	1,540 +44	+3%	+$20.8K	0.27%	46
2024 Q2	$717K	Sell	1,496 -138	-8%	-$62.1K	0.3%	45
2024 Q1	$725K	Buy	1,634 +137	+9%	+$58.7K	0.33%	44
2023 Q4	$613K	Buy	1,497 +214	+17%	+$81.2K	0.33%	43
2023 Q3	$460K	Buy	+1,283	New	+$476K	0.28%	42

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

Equita Financial Network's QQQ Position: Q2 2026 in Review

Equita Financial Network increased its Invesco QQQ Trust (QQQ) stake by 0.46% in Q2 2026, buying an estimated $4.82K and bringing the position to 1,519 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #40.

Equita Financial Network first reported a position in QQQ in Q3 2023 and has held it in 12 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Equita Financial Network held 1,519 shares of Invesco QQQ Trust worth $1.12M as of Q2 2026.
Equita Financial Network bought 7 Invesco QQQ Trust shares in Q2 2026, an estimated $4.82K.
Invesco QQQ Trust made up 0.31% of Equita Financial Network's portfolio in Q2 2026, its #40 holding.
Equita Financial Network first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 12 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.