Gould Capital’s Invesco QQQ Trust QQQ Stock Holding History

Gould Capital’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	$42.2K	Buy	57 +6	+12%	+$4.13K	0.02%	103
2026 Q1	$29.6K	Hold	51	–	–	0.02%	108
2025 Q4	$31.5K	Sell	51 -10	-16%	-$6.14K	0.02%	100
2025 Q3	$36.8K	Sell	61 -153	-71%	-$87.6K	0.02%	97
2025 Q2	$118K	Sell	214 -74	-26%	-$36.8K	0.08%	58
2025 Q1	$135K	Hold	288	–	–	0.09%	54
2024 Q4	$147K	Sell	288 -7	-2%	-$3.54K	0.1%	55
2024 Q3	$144K	Hold	295	–	–	0.09%	58
2024 Q2	$141K	Hold	295	–	–	0.1%	54
2024 Q1	$131K	Hold	295	–	–	0.09%	54
2023 Q4	$121K	Buy	295 +5	+2%	+$1.9K	0.09%	56
2023 Q3	$105K	Buy	290 +13	+5%	+$4.82K	0.08%	55
2023 Q2	$102K	Buy	277 +114	+70%	+$38.4K	0.08%	57
2023 Q1	$52.3K	Sell	163 -2,684	-94%	-$792K	0.04%	77
2022 Q4	$758K	Buy	2,847 +2,840	+40,571%	+$785K	0.61%	41
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	179
2022 Q2	$2K	Hold	7	–	–	﹤0.01%	190
2022 Q1	$3K	Sell	7 -7	-50%	-$2.49K	﹤0.01%	173
2021 Q4	$6K	Buy	+14	New	+$5.41K	﹤0.01%	172

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

Gould Capital's QQQ Position: Q2 2026 in Review

Gould Capital increased its Invesco QQQ Trust (QQQ) stake by 12% in Q2 2026, buying an estimated $4.13K and bringing the position to 57 shares worth $42.2K. The position accounts for 0.02% of the portfolio, ranked #103.

Gould Capital first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $758K in Q4 2022. 4,006 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Gould Capital held 57 shares of Invesco QQQ Trust worth $42.2K as of Q2 2026.
Gould Capital bought 6 Invesco QQQ Trust shares in Q2 2026, an estimated $4.13K.
Invesco QQQ Trust made up 0.02% of Gould Capital's portfolio in Q2 2026, its #103 holding.
Gould Capital first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
Gould Capital's Invesco QQQ Trust position peaked at $758K in Q4 2022.
4,006 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.