Gunderson Capital Management’s Invesco QQQ Trust QQQ Stock Holding History

Gunderson Capital Management’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	$1.13M	Buy	1,534 +802	+110%	+$552K	0.31%	39
2026 Q1	$423K	Buy	732 +301	+70%	+$183K	0.18%	41
2025 Q4	$265K	Buy	431 +22	+5%	+$13.5K	0.12%	38
2025 Q3	$246K	Buy	+409	New	+$234K	0.09%	51
2024 Q2	–	Sell	-691	Closed	-$307K	–	48
2024 Q1	$307K	Sell	691 -24	-3%	-$10.3K	0.14%	35
2023 Q4	$293K	Buy	715 +21	+3%	+$7.97K	0.17%	41
2023 Q3	$249K	Sell	694 -2	-0.3%	-$742	0.17%	44
2023 Q2	$257K	Sell	696 -6	-0.9%	-$2.02K	0.17%	37
2023 Q1	$225K	Buy	+702	New	+$207K	0.17%	39
2019 Q4	–	Sell	-1,850	Closed	-$349K	–	57
2019 Q3	$349K	Sell	1,850 -293	-14%	-$55.5K	0.35%	42
2019 Q2	$400K	Sell	2,143 -264	-11%	-$48.6K	0.35%	42
2019 Q1	$432K	Buy	+2,407	New	+$408K	0.38%	44

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Gunderson Capital Management's QQQ Position: Q2 2026 in Review

Gunderson Capital Management increased its Invesco QQQ Trust (QQQ) stake by 110% in Q2 2026, buying an estimated $552K and bringing the position to 1,534 shares worth $1.13M. The position accounts for 0.31% of the portfolio, ranked #39.

Gunderson Capital Management first reported a position in QQQ in Q1 2019 and has held it in 12 quarters since. 1,898 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Gunderson Capital Management held 1,534 shares of Invesco QQQ Trust worth $1.13M as of Q2 2026.
Gunderson Capital Management bought 802 Invesco QQQ Trust shares in Q2 2026, an estimated $552K.
Invesco QQQ Trust made up 0.31% of Gunderson Capital Management's portfolio in Q2 2026, its #39 holding.
Gunderson Capital Management first reported a position in Invesco QQQ Trust in Q1 2019 and has held it in 12 quarters since.
1,898 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Gunderson Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.