Gallagher Fiduciary Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Gallagher Fiduciary Advisors’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	$486K	Buy	660 +13	+2%	+$8.94K	0.02%	198
2026 Q1	$373K	Buy	647 +22	+4%	+$13.4K	0.01%	229
2025 Q4	$384K	Buy	625 +8	+1%	+$4.91K	0.01%	234
2025 Q3	$371K	Sell	617 -330	-35%	-$189K	0.01%	222
2025 Q2	$522K	Buy	947 +31	+3%	+$15.4K	0.02%	170
2025 Q1	$430K	Sell	916 -26	-3%	-$13.2K	0.01%	178
2024 Q4	$482K	Buy	942 +378	+67%	+$191K	0.09%	147
2024 Q3	$275K	Sell	564 -226	-29%	-$107K	0.06%	213
2024 Q2	$379K	Buy	790 +61	+8%	+$27.4K	0.08%	126
2024 Q1	$324K	Buy	729 +4	+0.6%	+$1.72K	0.01%	144
2023 Q4	$297K	Sell	725 -3	-0.4%	-$1.14K	0.01%	146
2023 Q3	$261K	Sell	728 -395	-35%	-$146K	0.02%	145
2023 Q2	$416K	Buy	1,123 +34	+3%	+$11.4K	0.03%	135
2023 Q1	$351K	Buy	+1,089	New	+$321K	0.03%	140

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

Gallagher Fiduciary Advisors's QQQ Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Invesco QQQ Trust (QQQ) stake by 2% in Q2 2026, buying an estimated $8.94K and bringing the position to 660 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #198.

Gallagher Fiduciary Advisors first reported a position in QQQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $522K in Q2 2025. 3,996 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Gallagher Fiduciary Advisors held 660 shares of Invesco QQQ Trust worth $486K as of Q2 2026.
Gallagher Fiduciary Advisors bought 13 Invesco QQQ Trust shares in Q2 2026, an estimated $8.94K.
Invesco QQQ Trust made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #198 holding.
Gallagher Fiduciary Advisors first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's Invesco QQQ Trust position peaked at $522K in Q2 2025.
3,996 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.