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Financial Gravity Companies’s Invesco QQQ Trust QQQ Stock Holding History

Financial Gravity Companies’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 		$367K Buy
+498
New +$343K 0.06% 125
2024
Q4 		$305K Buy
+596
New +$301K 0.07% 117
2018
Q1 		– Sell
-97
Closed -$16K – 1595
2017
Q4 		$16K Buy
+97
New +$14.8K 0.02% 514

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

Financial Gravity Companies's QQQ Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 498 shares worth $367K. The stake represents 0.06% of the portfolio and ranks #125 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in QQQ as recently as Q4 2024.

Financial Gravity Companies first reported a position in QQQ in Q4 2017 and has held it in 3 quarters since. 4,003 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Financial Gravity Companies held 498 shares of Invesco QQQ Trust worth $367K as of Q2 2026.
  • Invesco QQQ Trust was a new Financial Gravity Companies position in Q2 2026.
  • Invesco QQQ Trust made up 0.06% of Financial Gravity Companies's portfolio in Q2 2026, its #125 holding.
  • Financial Gravity Companies first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 3 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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