Financial Management Professionals’s Invesco QQQ Trust QQQ Stock Holding History

Financial Management Professionals’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	$40.6K	Buy	55 +25	+83%	+$17.2K	﹤0.01%	313
2026 Q1	$17.3K	Hold	30	–	–	﹤0.01%	439
2025 Q4	$18.4K	Hold	30	–	–	﹤0.01%	422
2025 Q3	$18K	Sell	30 -717	-96%	-$411K	﹤0.01%	423
2025 Q2	$413K	Buy	747 +717	+2,390%	+$357K	0.05%	107
2025 Q1	$14.1K	Sell	30 -1,005	-97%	-$511K	﹤0.01%	480
2024 Q4	$529K	Buy	1,035 +1,010	+4,040%	+$511K	0.07%	90
2024 Q3	$12K	Sell	25 -129	-84%	-$61K	﹤0.01%	505
2024 Q2	$74K	Buy	154 +129	+516%	+$58K	0.01%	218
2024 Q1	$11K	Hold	25	–	–	﹤0.01%	523
2023 Q4	$10K	Hold	25	–	–	﹤0.01%	537
2023 Q3	$9K	Hold	25	–	–	﹤0.01%	508
2023 Q2	$9K	Sell	25 -2	-7%	-$673	﹤0.01%	562
2023 Q1	$9K	Hold	27	–	–	﹤0.01%	588
2022 Q4	$7K	Buy	27 +20	+286%	+$5.53K	﹤0.01%	570
2022 Q3	$2K	Sell	7 -155	-96%	-$46.8K	﹤0.01%	762
2022 Q2	$45K	Buy	162 +155	+2,214%	+$48.1K	0.01%	238
2022 Q1	$3K	Sell	7 -5	-42%	-$1.78K	﹤0.01%	735
2021 Q4	$5K	Sell	12 -3	-20%	-$1.16K	﹤0.01%	598
2021 Q3	$5K	Buy	15 +7	+88%	+$2.58K	﹤0.01%	599
2021 Q2	$3K	Hold	8	–	–	﹤0.01%	619
2021 Q1	$3K	Buy	8 +3	+60%	+$959	﹤0.01%	542
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	568
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	576
2020 Q2	$1K	Sell	5 -45	-90%	-$10.1K	﹤0.01%	569
2020 Q1	$10K	Buy	50 +45	+900%	+$9.53K	﹤0.01%	168
2019 Q4	$1K	Sell	5 -120	-96%	-$24K	﹤0.01%	313
2019 Q3	$24K	Hold	125	–	–	0.01%	131
2019 Q2	$23K	Buy	125 +120	+2,400%	+$22.1K	0.01%	138
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	265
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	259
2018 Q3	$1K	Sell	5 -36	-88%	-$6.51K	﹤0.01%	276
2018 Q2	$7K	Hold	41	–	–	﹤0.01%	182
2018 Q1	$7K	Hold	41	–	–	﹤0.01%	182
2017 Q4	$6K	Hold	41	–	–	﹤0.01%	163
2017 Q3	$5K	Hold	41	–	–	﹤0.01%	178
2017 Q2	$5K	Buy	41 +36	+720%	+$4.95K	﹤0.01%	194
2017 Q1	$0	Hold	5	–	–	﹤0.01%	306
2016 Q4	$0	Hold	5	–	–	﹤0.01%	316
2016 Q3	$0	Hold	5	–	–	﹤0.01%	400
2016 Q2	$0	Sell	5 -62	-93%	-$6.7K	﹤0.01%	443
2016 Q1	$8K	Buy	67 +62	+1,240%	+$6.44K	﹤0.01%	160
2015 Q4	$0	Sell	5 -5	-50%	-$558	﹤0.01%	262
2015 Q3	$2K	Buy	10 +5	+100%	+$537	﹤0.01%	238
2015 Q2	$0	Hold	5	–	–	﹤0.01%	285
2015 Q1	$1K	Hold	5	–	–	﹤0.01%	268
2014 Q4	$1K	Hold	5	–	–	﹤0.01%	280
2014 Q3	$0	Hold	5	–	–	﹤0.01%	266
2014 Q2	$0	Sell	5 -58	-92%	-$5.18K	﹤0.01%	261
2014 Q1	$6K	Buy	63 +58	+1,160%	+$5.13K	﹤0.01%	198
2013 Q4	$0	Hold	5	–	–	﹤0.01%	271
2013 Q3	$0	Hold	5	–	–	﹤0.01%	271
2013 Q2	$0	Buy	+5	New	+$357	﹤0.01%	259

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 Management Professionals's QQQ Position: Q2 2026 in Review

Financial Management Professionals increased its Invesco QQQ Trust (QQQ) stake by 83% in Q2 2026, buying an estimated $17.2K and bringing the position to 55 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Financial Management Professionals first reported a position in QQQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $529K in Q4 2024. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Financial Management Professionals held 55 shares of Invesco QQQ Trust worth $40.6K as of Q2 2026.
Financial Management Professionals bought 25 Invesco QQQ Trust shares in Q2 2026, an estimated $17.2K.
Invesco QQQ Trust made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #313 holding.
Financial Management Professionals first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's Invesco QQQ Trust position peaked at $529K in Q4 2024.
3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.