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John A. Wolfe & Associates’s Invesco QQQ Trust QQQ Stock Holding History

John A. Wolfe & Associates’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 		$2.19M Buy
2,973
+140
+5% +$96.3K 3.02% 7
2026
Q1 		$1.64M Sell
2,833
-156
-5% -$94.8K 2.51% 10
2025
Q4 		$1.84M Buy
+2,989
New +$1.83M 0.99% 13

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

John A. Wolfe & Associates's QQQ Position: Q2 2026 in Review

John A. Wolfe & Associates increased its Invesco QQQ Trust (QQQ) stake by 4.9% in Q2 2026, buying an estimated $96.3K and bringing the position to 2,973 shares worth $2.19M. The position accounts for 3.02% of the portfolio, ranked #7.

John A. Wolfe & Associates first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 3,985 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • John A. Wolfe & Associates held 2,973 shares of Invesco QQQ Trust worth $2.19M as of Q2 2026.
  • John A. Wolfe & Associates bought 140 Invesco QQQ Trust shares in Q2 2026, an estimated $96.3K.
  • Invesco QQQ Trust made up 3.02% of John A. Wolfe & Associates's portfolio in Q2 2026, its #7 holding.
  • John A. Wolfe & Associates first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,985 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.