Fortitude Family Office’s Invesco QQQ Trust QQQ Stock Holding History

Fortitude Family Office’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	$3.66M	Sell	4,969 -10	-0.2%	-$6.88K	0.71%	29
2026 Q1	$2.87M	Sell	4,979 -4,758	-49%	-$2.89M	0.64%	31
2025 Q4	$5.98M	Sell	9,737 -63	-0.6%	-$38.7K	1.39%	19
2025 Q3	$5.88M	Buy	9,800 +102	+1%	+$58.4K	1.58%	16
2025 Q2	$5.35M	Hold	9,698	–	–	1.76%	16
2025 Q1	$4.55M	Sell	9,698 -13	-0.1%	-$6.61K	1.62%	15
2024 Q4	$4.96M	Buy	9,711 +9,535	+5,418%	+$4.82M	1.77%	11
2024 Q3	$86K	Sell	176 -1,500	-89%	-$710K	0.03%	171
2024 Q2	$803K	Hold	1,676	–	–	0.46%	35
2024 Q1	$744K	Hold	1,676	–	–	0.5%	31
2023 Q4	$686K	Buy	+1,676	New	+$636K	0.51%	31

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Fortitude Family Office's QQQ Position: Q2 2026 in Review

Fortitude Family Office reduced its Invesco QQQ Trust (QQQ) stake by 0.2% in Q2 2026, selling an estimated $6.88K and leaving 4,969 shares worth $3.66M. The position accounts for 0.71% of the portfolio, ranked #29.

Fortitude Family Office first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.98M in Q4 2025. 1,791 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Fortitude Family Office held 4,969 shares of Invesco QQQ Trust worth $3.66M as of Q2 2026.
Fortitude Family Office sold 10 Invesco QQQ Trust shares in Q2 2026, an estimated $6.88K.
Invesco QQQ Trust made up 0.71% of Fortitude Family Office's portfolio in Q2 2026, its #29 holding.
Fortitude Family Office first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Invesco QQQ Trust position peaked at $5.98M in Q4 2025.
1,791 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.