Financial Freedom LLC’s Invesco QQQ Trust QQQ Stock Holding History

Financial Freedom LLC’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	$17.4M	Sell	23,645 -765	-3%	-$526K	7.99%	1
2026 Q1	$14.1M	Sell	24,410 -391	-2%	-$238K	7.02%	2
2025 Q4	$15.2M	Sell	24,801 -529	-2%	-$325K	7.56%	1
2025 Q3	$15.2M	Sell	25,330 -517	-2%	-$296K	7.57%	1
2025 Q2	$14.3M	Sell	25,847 -491	-2%	-$244K	7.68%	1
2025 Q1	$12.4M	Sell	26,338 -316	-1%	-$161K	7.09%	2
2024 Q4	$13.6M	Sell	26,654 -363	-1%	-$184K	7.18%	2
2024 Q3	$13.2M	Sell	27,017 -82	-0.3%	-$38.8K	6.98%	2
2024 Q2	$13M	Sell	27,099 -91	-0.3%	-$40.9K	7.38%	2
2024 Q1	$12.1M	Sell	27,190 -252	-0.9%	-$108K	7.15%	2
2023 Q4	$11.2M	Buy	27,442 +283	+1%	+$107K	7.14%	2
2023 Q3	$9.73M	Buy	27,159 +253	+0.9%	+$93.8K	6.9%	2
2023 Q2	$9.94M	Buy	26,906 +1,055	+4%	+$355K	6.97%	3
2023 Q1	$8.3M	Buy	25,851 +319	+1%	+$94.1K	6.04%	3
2022 Q4	$6.8M	Buy	+25,532	New	+$7.06M	4.57%	6

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

Financial Freedom LLC's QQQ Position: Q2 2026 in Review

Financial Freedom LLC reduced its Invesco QQQ Trust (QQQ) stake by 3.1% in Q2 2026, selling an estimated $526K and leaving 23,645 shares worth $17.4M. The position accounts for 7.99% of the portfolio, ranked #1.

Financial Freedom LLC first reported a position in QQQ in Q4 2022 and has held it in 15 quarters since. 4,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Financial Freedom LLC held 23,645 shares of Invesco QQQ Trust worth $17.4M as of Q2 2026.
Financial Freedom LLC sold 765 Invesco QQQ Trust shares in Q2 2026, an estimated $526K.
Invesco QQQ Trust made up 7.99% of Financial Freedom LLC's portfolio in Q2 2026, its #1 holding.
Financial Freedom LLC first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 15 quarters since.
4,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.