IFA
QQQ icon

Interactive Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Interactive Financial 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 		$9.1M Buy
12,656
+785
+7% +$540K 5.55% 5
2026
Q1 		$6.85M Sell
11,871
-657
-5% -$399K 4.48% 5
2025
Q4 		$7.7M Sell
12,528
-3,607
-22% -$2.21M 4.97% 5
2025
Q3 		$9.69M Sell
16,135
-3,261
-17% -$1.87M 5.24% 6
2025
Q2 		$10.7M Sell
19,396
-807
-4% -$401K 5.22% 5
2025
Q1 		$9.47M Buy
20,203
+841
+4% +$427K 5% 5
2024
Q4 		$9.9M Buy
19,362
+952
+5% +$482K 5.19% 4
2024
Q3 		$8.99M Buy
18,410
+491
+3% +$232K 4.63% 5
2024
Q2 		$8.59M Buy
17,919
+10,387
+138% +$4.67M 4.73% 5
2024
Q1 		$3.34M Sell
7,532
-4,676
-38% -$2M 1.85% 17
2023
Q4 		$381K Buy
12,208
+7,023
+135% +$2.67M 0.2% 65
2023
Q3 		$1.86M Buy
5,185
+910
+21% +$337K 1.25% 22
2023
Q2 		$1.58M Buy
4,275
+315
+8% +$106K 1.07% 29
2023
Q1 		$1.27M Buy
3,960
+486
+14% +$143K 0.81% 30
2022
Q4 		$925K Buy
3,474
+1,496
+76% +$414K 0.55% 38
2022
Q3 		$529K Buy
+1,978
New +$597K 0.31% 53

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Interactive Financial Advisors's QQQ Position: Q2 2026 in Review

Interactive Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 6.6% in Q2 2026, buying an estimated $540K and bringing the position to 12,656 shares worth $9.1M. The position accounts for 5.55% of the portfolio, ranked #5.

Interactive Financial Advisors first reported a position in QQQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.7M in Q2 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Interactive Financial Advisors held 12,656 shares of Invesco QQQ Trust worth $9.1M as of Q2 2026.
  • Interactive Financial Advisors bought 785 Invesco QQQ Trust shares in Q2 2026, an estimated $540K.
  • Invesco QQQ Trust made up 5.55% of Interactive Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Interactive Financial Advisors first reported a position in Invesco QQQ Trust in Q3 2022 and has held it in 16 quarters since.
  • Interactive Financial Advisors's Invesco QQQ Trust position peaked at $10.7M in Q2 2025.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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