KPP Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

KPP Advisory Services’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	$24.7M	Sell	33,563 -1,503	-4%	-$1.03M	3.13%	2
2026 Q1	$20.2M	Sell	35,066 -5,515	-14%	-$3.35M	2.94%	2
2025 Q4	$24.9M	Sell	40,581 -814	-2%	-$499K	3.62%	2
2025 Q3	$24.9M	Sell	41,395 -2,755	-6%	-$1.58M	3.68%	2
2025 Q2	$24.4M	Sell	44,150 -15,062	-25%	-$7.49M	4.02%	2
2025 Q1	$27.8M	Buy	59,212 +16,733	+39%	+$8.5M	5.27%	1
2024 Q4	$21.7M	Buy	42,479 +1,712	+4%	+$866K	5.12%	1
2024 Q3	$19.9M	Sell	40,767 -3,732	-8%	-$1.77M	4.77%	1
2024 Q2	$21.3M	Sell	44,499 -2,247	-5%	-$1.01M	5.67%	1
2024 Q1	$20.8M	Buy	46,746 +45,883	+5,317%	+$19.7M	5.7%	1
2023 Q4	$353K	Sell	863 -49,552	-98%	-$18.8M	0.31%	80
2023 Q3	$18.1M	Buy	+50,415	New	+$18.7M	5.96%	1

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

KPP Advisory Services's QQQ Position: Q2 2026 in Review

KPP Advisory Services reduced its Invesco QQQ Trust (QQQ) stake by 4.3% in Q2 2026, selling an estimated $1.03M and leaving 33,563 shares worth $24.7M. The position accounts for 3.13% of the portfolio, ranked #2.

KPP Advisory Services first reported a position in QQQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.8M in Q1 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

KPP Advisory Services held 33,563 shares of Invesco QQQ Trust worth $24.7M as of Q2 2026.
KPP Advisory Services sold 1,503 Invesco QQQ Trust shares in Q2 2026, an estimated $1.03M.
Invesco QQQ Trust made up 3.13% of KPP Advisory Services's portfolio in Q2 2026, its #2 holding.
KPP Advisory Services first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's Invesco QQQ Trust position peaked at $27.8M in Q1 2025.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.