Financial & Tax Architects’s Invesco QQQ Trust QQQ Stock Holding History

Financial & Tax Architects’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	$529K	Sell	718 -66	-8%	-$45.4K	0.11%	81
2026 Q1	$453K	Buy	784 +125	+19%	+$75.9K	0.1%	92
2025 Q4	$405K	Sell	659 -862	-57%	-$529K	0.09%	88
2025 Q3	$913K	Sell	1,521 -509	-25%	-$291K	0.2%	72
2025 Q2	$1.12M	Buy	2,030 +1,288	+174%	+$641K	0.27%	54
2025 Q1	$348K	Sell	742 -173	-19%	-$87.9K	0.09%	93
2024 Q4	$468K	Buy	915 +79	+9%	+$40K	0.12%	85
2024 Q3	$408K	Buy	+836	New	+$396K	0.1%	83
2024 Q2	–	Sell	-1,849	Closed	-$821K	–	90
2024 Q1	$821K	Buy	+1,849	New	+$793K	0.23%	55
2023 Q4	–	Sell	-2,436	Closed	-$873K	–	95
2023 Q3	$873K	Buy	+2,436	New	+$903K	0.27%	49

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 & Tax Architects's QQQ Position: Q2 2026 in Review

Financial & Tax Architects reduced its Invesco QQQ Trust (QQQ) stake by 8.4% in Q2 2026, selling an estimated $45.4K and leaving 718 shares worth $529K. The position accounts for 0.11% of the portfolio, ranked #81.

Financial & Tax Architects first reported a position in QQQ in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Financial & Tax Architects held 718 shares of Invesco QQQ Trust worth $529K as of Q2 2026.
Financial & Tax Architects sold 66 Invesco QQQ Trust shares in Q2 2026, an estimated $45.4K.
Invesco QQQ Trust made up 0.11% of Financial & Tax Architects's portfolio in Q2 2026, its #81 holding.
Financial & Tax Architects first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 10 quarters since.
Financial & Tax Architects's Invesco QQQ Trust position peaked at $1.12M in Q2 2025.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.