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Leverty Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Leverty Financial Group’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 		$314K Buy
426
+1
+0.2% +$688 0.06% 36
2026
Q1 		$245K Buy
425
+7
+2% +$4.25K 0.05% 37
2025
Q4 		$257K Sell
418
-2
-0.5% -$1.23K 0.06% 39
2025
Q3 		$252K Buy
420
+5
+1% +$2.86K 0.07% 36
2025
Q2 		$229K Sell
415
-42
-9% -$20.9K 0.07% 37
2025
Q1 		$214K Buy
457
+44
+11% +$22.4K 0.09% 39
2024
Q4 		$211K Hold
413
– – 0.11% 33
2024
Q3 		$202K Buy
+413
New +$195K 0.11% 32
2022
Q1 		– Sell
-393
Closed -$156K – 102
2021
Q4 		$156K Buy
+393
New +$152K 0.12% 20

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

Leverty Financial Group's QQQ Position: Q2 2026 in Review

Leverty Financial Group increased its Invesco QQQ Trust (QQQ) stake by 0.24% in Q2 2026, buying an estimated $688 and bringing the position to 426 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #36.

Leverty Financial Group first reported a position in QQQ in Q4 2021 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Leverty Financial Group held 426 shares of Invesco QQQ Trust worth $314K as of Q2 2026.
  • Leverty Financial Group bought 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
  • Invesco QQQ Trust made up 0.06% of Leverty Financial Group's portfolio in Q2 2026, its #36 holding.
  • Leverty Financial Group first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 9 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.