Guidance Point Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Guidance Point 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	$1.38M	Buy	1,875 +17	+0.9%	+$11.7K	0.29%	37
2026 Q1	$1.07M	Sell	1,858 -59	-3%	-$35.8K	0.25%	39
2025 Q4	$1.18M	Buy	1,917 +172	+10%	+$106K	0.27%	36
2025 Q3	$1.05M	Sell	1,745 -43	-2%	-$24.6K	0.25%	38
2025 Q2	$987K	Buy	1,788 +578	+48%	+$287K	0.25%	39
2025 Q1	$567K	Sell	1,210 -102	-8%	-$51.8K	0.16%	48
2024 Q4	$671K	Buy	1,312 +85	+7%	+$43K	0.19%	47
2024 Q3	$598K	Buy	1,227 +3	+0.2%	+$1.42K	0.17%	47
2024 Q2	$587K	Buy	1,224 +4	+0.3%	+$1.8K	0.18%	46
2024 Q1	$543K	Buy	1,220 +100	+9%	+$42.9K	0.18%	46
2023 Q4	$460K	Sell	1,120 -150	-12%	-$56.9K	0.17%	44
2023 Q3	$455K	Buy	1,270 +3	+0.2%	+$1.11K	0.19%	47
2023 Q2	$468K	Sell	1,267 -94	-7%	-$31.6K	0.18%	52
2023 Q1	$437K	Sell	1,361 -24	-2%	-$7.08K	0.18%	52
2022 Q4	$369K	Buy	1,385 +159	+13%	+$44K	0.16%	55
2022 Q3	$327K	Buy	1,226 +250	+26%	+$75.5K	0.15%	62
2022 Q2	$273K	Buy	976 +169	+21%	+$52.4K	0.12%	70
2022 Q1	$292K	Buy	807 +19	+2%	+$6.75K	0.11%	76
2021 Q4	$313K	Buy	788 +32	+4%	+$12.4K	0.11%	66
2021 Q3	$269K	Sell	756 -17	-2%	-$6.26K	0.1%	74
2021 Q2	$274K	Buy	773 +1	+0.1%	+$336	0.11%	74
2021 Q1	$246K	Buy	+772	New	+$247K	0.1%	80

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

Guidance Point Advisors's QQQ Position: Q2 2026 in Review

Guidance Point Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.91% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,875 shares worth $1.38M. The position accounts for 0.29% of the portfolio, ranked #37.

Guidance Point Advisors first reported a position in QQQ in Q1 2021 and has held it in 22 quarters since. 4,001 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Guidance Point Advisors held 1,875 shares of Invesco QQQ Trust worth $1.38M as of Q2 2026.
Guidance Point Advisors bought 17 Invesco QQQ Trust shares in Q2 2026, an estimated $11.7K.
Invesco QQQ Trust made up 0.29% of Guidance Point Advisors's portfolio in Q2 2026, its #37 holding.
Guidance Point Advisors first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 22 quarters since.
4,001 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.