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Golden Reserve Retirement’s Invesco QQQ Trust QQQ Stock Holding History

Golden Reserve Retirement’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 		$80.3M Buy
109,093
+933
+0.9% +$642K 12.65% 3
2026
Q1 		$62.4M Sell
108,160
-5,360
-5% -$3.26M 12.88% 4
2025
Q4 		$69.7M Buy
113,520
+16,320
+17% +$10M 12.88% 3
2025
Q3 		$58.4M Buy
97,200
+11,446
+13% +$6.55M 15.15% 3
2025
Q2 		$47.3M Buy
85,754
+8,888
+12% +$4.42M 15.17% 3
2025
Q1 		$36M Buy
+76,866
New +$39.1M 14.33% 4

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Golden Reserve Retirement's QQQ Position: Q2 2026 in Review

Golden Reserve Retirement increased its Invesco QQQ Trust (QQQ) stake by 0.86% in Q2 2026, buying an estimated $642K and bringing the position to 109,093 shares worth $80.3M. The position accounts for 12.65% of the portfolio, ranked #3.

Golden Reserve Retirement first reported a position in QQQ in Q1 2025 and has held it in 6 quarters since. 2,803 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Golden Reserve Retirement held 109,093 shares of Invesco QQQ Trust worth $80.3M as of Q2 2026.
  • Golden Reserve Retirement bought 933 Invesco QQQ Trust shares in Q2 2026, an estimated $642K.
  • Invesco QQQ Trust made up 12.65% of Golden Reserve Retirement's portfolio in Q2 2026, its #3 holding.
  • Golden Reserve Retirement first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 6 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.