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Financial Harvest’s Invesco QQQ Trust QQQ Stock Holding History

Financial Harvest’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 		$246K Buy
+334
New +$230K 0.1% 63
2026
Q1 		– Sell
-362
Closed -$222K – 60
2025
Q4 		$222K Buy
362
+4
+1% +$2.46K 0.14% 56
2025
Q3 		$215K Sell
358
-53
-13% -$30.3K 0.14% 57
2025
Q2 		$227K Buy
+411
New +$204K 0.17% 49
2025
Q1 		– Sell
-418
Closed -$214K – 91
2024
Q4 		$214K Buy
+418
New +$211K 0.18% 51

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 Harvest's QQQ Position: Q2 2026 in Review

Financial Harvest opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 334 shares worth $246K. The stake represents 0.1% of the portfolio and ranks #63 among its holdings. This is a return to the name: Financial Harvest previously reported a position in QQQ as recently as Q4 2025.

Financial Harvest first reported a position in QQQ in Q4 2024 and has held it in 5 quarters since. 4,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Financial Harvest held 334 shares of Invesco QQQ Trust worth $246K as of Q2 2026.
  • Invesco QQQ Trust was a new Financial Harvest position in Q2 2026.
  • Invesco QQQ Trust made up 0.1% of Financial Harvest's portfolio in Q2 2026, its #63 holding.
  • Financial Harvest first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 5 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Financial Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.