Kaufman Rossin Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Kaufman Rossin Wealth’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	$531K	Buy	734 +6	+0.8%	+$4.13K	0.25%	44
2026 Q1	$420K	Buy	728 +1	+0.1%	+$608	0.24%	51
2025 Q4	$447K	Buy	727 +71	+11%	+$43.6K	0.23%	65
2025 Q3	$394K	Buy	656 +270	+70%	+$155K	0.22%	67
2025 Q2	$213K	Buy	+386	New	+$192K	0.13%	124

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

Kaufman Rossin Wealth's QQQ Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Invesco QQQ Trust (QQQ) stake by 0.82% in Q2 2026, buying an estimated $4.13K and bringing the position to 734 shares worth $531K. The position accounts for 0.25% of the portfolio, ranked #44.

Kaufman Rossin Wealth first reported a position in QQQ in Q2 2025 and has held it in 5 quarters since. 4,021 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Kaufman Rossin Wealth held 734 shares of Invesco QQQ Trust worth $531K as of Q2 2026.
Kaufman Rossin Wealth bought 6 Invesco QQQ Trust shares in Q2 2026, an estimated $4.13K.
Invesco QQQ Trust made up 0.25% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #44 holding.
Kaufman Rossin Wealth first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 5 quarters since.
4,021 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.