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J.E. Simmons & Co’s Invesco QQQ Trust QQQ Stock Holding History

J.E. Simmons & Co’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 		$6.39M Sell
8,682
-20
-0.2% -$13.8K 3.6% 9
2026
Q1 		$5.02M Sell
8,702
-46
-0.5% -$27.9K 3.36% 9
2025
Q4 		$5.37M Buy
+8,748
New +$5.37M 3.48% 8

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

J.E. Simmons & Co's QQQ Position: Q2 2026 in Review

J.E. Simmons & Co reduced its Invesco QQQ Trust (QQQ) stake by 0.23% in Q2 2026, selling an estimated $13.8K and leaving 8,682 shares worth $6.39M. The position accounts for 3.6% of the portfolio, ranked #9.

J.E. Simmons & Co first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • J.E. Simmons & Co held 8,682 shares of Invesco QQQ Trust worth $6.39M as of Q2 2026.
  • J.E. Simmons & Co sold 20 Invesco QQQ Trust shares in Q2 2026, an estimated $13.8K.
  • Invesco QQQ Trust made up 3.6% of J.E. Simmons & Co's portfolio in Q2 2026, its #9 holding.
  • J.E. Simmons & Co first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.