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Family Office Research’s Invesco QQQ Trust QQQ Stock Holding History

Family Office Research’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 		$15.3M Sell
20,817
-182
-0.9% -$125K 5.75% 4
2026
Q1 		$12.1M Sell
20,999
-306
-1% -$186K 5.27% 7
2025
Q4 		$13.2M Buy
21,305
+288
+1% +$177K 5.41% 6
2025
Q3 		$12.6M Sell
21,017
-39
-0.2% -$22.3K 5.52% 7
2025
Q2 		$11.6M Buy
21,056
+1,001
+5% +$498K 5.49% 7
2025
Q1 		$9.4M Buy
20,055
+86
+0.4% +$43.7K 4.58% 7
2024
Q4 		$10.2M Buy
+19,969
New +$10.1M 4.48% 7

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Family Office Research's QQQ Position: Q2 2026 in Review

Family Office Research reduced its Invesco QQQ Trust (QQQ) stake by 0.87% in Q2 2026, selling an estimated $125K and leaving 20,817 shares worth $15.3M. The position accounts for 5.75% of the portfolio, ranked #4.

Family Office Research first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 3,515 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Family Office Research held 20,817 shares of Invesco QQQ Trust worth $15.3M as of Q2 2026.
  • Family Office Research sold 182 Invesco QQQ Trust shares in Q2 2026, an estimated $125K.
  • Invesco QQQ Trust made up 5.75% of Family Office Research's portfolio in Q2 2026, its #4 holding.
  • Family Office Research first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 3,515 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.