Graves Light Lenhart Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Graves Light Lenhart Wealth’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	$733K	Buy	996 +560	+128%	+$385K	0.07%	107
2026 Q1	$252K	Sell	436 -95	-18%	-$57.7K	0.03%	169
2025 Q4	$326K	Buy	531 +86	+19%	+$52.8K	0.03%	141
2025 Q3	$267K	Sell	445 -20	-4%	-$11.5K	0.03%	159
2025 Q2	$257K	Sell	465 -23	-5%	-$11.4K	0.03%	160
2025 Q1	$229K	Hold	488	–	–	0.03%	164
2024 Q4	$249K	Sell	488 -84	-15%	-$42.5K	0.03%	158
2024 Q3	$279K	Hold	572	–	–	0.03%	153
2024 Q2	$276K	Hold	572	–	–	0.03%	155
2024 Q1	$254K	Hold	572	–	–	0.03%	159
2023 Q4	$234K	Buy	572 +10	+2%	+$3.8K	0.03%	163
2023 Q3	$205K	Hold	562	–	–	0.03%	166
2023 Q2	$208K	Buy	+562	New	+$189K	0.03%	171
2022 Q3	–	Sell	-698	Closed	-$196K	–	490
2022 Q2	$196K	Hold	698	–	–	0.03%	166
2022 Q1	$253K	Sell	698 -60	-8%	-$21.3K	0.04%	157
2021 Q4	$302K	Buy	758 +60	+9%	+$23.2K	0.04%	150
2021 Q3	$250K	Hold	698	–	–	0.04%	157
2021 Q2	$247K	Hold	698	–	–	0.04%	158
2021 Q1	$223K	Buy	698 +213	+44%	+$68.1K	0.04%	169
2020 Q4	$152K	Buy	+485	New	+$142K	0.03%	199

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

Graves Light Lenhart Wealth's QQQ Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Invesco QQQ Trust (QQQ) stake by 128% in Q2 2026, buying an estimated $385K and bringing the position to 996 shares worth $733K. The position accounts for 0.07% of the portfolio, ranked #107.

Graves Light Lenhart Wealth first reported a position in QQQ in Q4 2020 and has held it in 20 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Graves Light Lenhart Wealth held 996 shares of Invesco QQQ Trust worth $733K as of Q2 2026.
Graves Light Lenhart Wealth bought 560 Invesco QQQ Trust shares in Q2 2026, an estimated $385K.
Invesco QQQ Trust made up 0.07% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #107 holding.
Graves Light Lenhart Wealth first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 20 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.