FMI
QQQ icon

F/M Investments’s Invesco QQQ Trust QQQ Stock Holding History

F/M Investments’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 		$3.05M Buy
4,146
+384
+10% +$264K 0.16% 100
2026
Q1 		$2.17M Buy
3,762
+18
+0.5% +$10.9K 0.14% 101
2025
Q4 		$2.3M Buy
3,744
+164
+5% +$101K 0.09% 219
2025
Q3 		$2.15M Buy
3,580
+438
+14% +$251K 0.08% 232
2025
Q2 		$1.73M Buy
3,142
+2,545
+426% +$1.27M 0.06% 257
2025
Q1 		$280K Buy
+597
New +$303K 0.01% 362

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

F/M Investments's QQQ Position: Q2 2026 in Review

F/M Investments increased its Invesco QQQ Trust (QQQ) stake by 10% in Q2 2026, buying an estimated $264K and bringing the position to 4,146 shares worth $3.05M. The position accounts for 0.16% of the portfolio, ranked #100.

F/M Investments first reported a position in QQQ in Q1 2025 and has held it in 6 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • F/M Investments held 4,146 shares of Invesco QQQ Trust worth $3.05M as of Q2 2026.
  • F/M Investments bought 384 Invesco QQQ Trust shares in Q2 2026, an estimated $264K.
  • Invesco QQQ Trust made up 0.16% of F/M Investments's portfolio in Q2 2026, its #100 holding.
  • F/M Investments first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 6 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.