Independent Family Office’s Invesco QQQ Trust QQQ Stock Holding History

Independent Family Office’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	$798K	Buy	1,083 +44	+4%	+$30.3K	0.32%	43
2026 Q1	$600K	Hold	1,039	–	–	0.25%	53
2025 Q4	$638K	Hold	1,039	–	–	0.27%	48
2025 Q3	$624K	Hold	1,039	–	–	0.26%	48
2025 Q2	$573K	Sell	1,039 -396	-28%	-$197K	0.27%	49
2025 Q1	$673K	Hold	1,435	–	–	0.35%	42
2024 Q4	$734K	Sell	1,435 -1,153	-45%	-$583K	0.38%	41
2024 Q3	$1.24M	Buy	2,588 +153	+6%	+$72.4K	0.62%	28
2024 Q2	$1.17M	Sell	2,435 -153	-6%	-$68.8K	0.67%	27
2024 Q1	$1.15M	Buy	2,588 +153	+6%	+$65.6K	0.62%	29
2023 Q4	$997K	Hold	2,435	–	–	0.56%	34
2023 Q3	$872K	Buy	2,435 +400	+20%	+$148K	0.54%	33
2023 Q2	$752K	Hold	2,035	–	–	0.46%	37
2023 Q1	$653K	Hold	2,035	–	–	0.38%	41
2022 Q4	$542K	Hold	2,035	–	–	0.33%	44
2022 Q3	$544K	Hold	2,035	–	–	0.27%	45
2022 Q2	$570K	Hold	2,035	–	–	0.28%	41
2022 Q1	$738K	Sell	2,035 -165	-8%	-$58.6K	0.24%	39
2021 Q4	$915K	Buy	2,200 +300	+16%	+$116K	0.35%	31
2021 Q3	$680K	Hold	1,900	–	–	0.28%	29
2021 Q2	$673K	Sell	1,900 -119	-6%	-$40K	0.26%	31
2021 Q1	$606K	Buy	2,019 +119	+6%	+$38.1K	0.24%	33
2020 Q4	$596K	Hold	1,900	–	–	0.25%	34
2020 Q3	$528K	Hold	1,900	–	–	0.25%	35
2020 Q2	$432K	Hold	1,900	–	–	0.22%	39
2020 Q1	$362K	Hold	1,900	–	–	0.23%	37
2019 Q4	$404K	Buy	+1,900	New	+$380K	0.25%	35

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

Independent Family Office's QQQ Position: Q2 2026 in Review

Independent Family Office increased its Invesco QQQ Trust (QQQ) stake by 4.2% in Q2 2026, buying an estimated $30.3K and bringing the position to 1,083 shares worth $798K. The position accounts for 0.32% of the portfolio, ranked #43.

Independent Family Office first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.24M in Q3 2024. 4,015 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Independent Family Office held 1,083 shares of Invesco QQQ Trust worth $798K as of Q2 2026.
Independent Family Office bought 44 Invesco QQQ Trust shares in Q2 2026, an estimated $30.3K.
Invesco QQQ Trust made up 0.32% of Independent Family Office's portfolio in Q2 2026, its #43 holding.
Independent Family Office first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
Independent Family Office's Invesco QQQ Trust position peaked at $1.24M in Q3 2024.
4,015 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.