Libra Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Libra 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	$468K	Sell	636 -658	-51%	-$453K	0.12%	50
2026 Q1	$747K	Sell	1,294 -17	-1%	-$10.3K	0.21%	34
2025 Q4	$805K	Buy	1,311 +1	+0.1%	+$614	0.23%	33
2025 Q3	$786K	Buy	1,310 +138	+12%	+$79K	0.24%	32
2025 Q2	$647K	Buy	1,172 +84	+8%	+$41.8K	0.21%	35
2025 Q1	$510K	Hold	1,088	–	–	0.19%	40
2024 Q4	$556K	Hold	1,088	–	–	0.22%	36
2024 Q3	$531K	Hold	1,088	–	–	0.21%	37
2024 Q2	$521K	Hold	1,088	–	–	0.23%	34
2024 Q1	$483K	Hold	1,088	–	–	0.21%	37
2023 Q4	$446K	Hold	1,088	–	–	0.22%	35
2023 Q3	$390K	Hold	1,088	–	–	0.22%	37
2023 Q2	$402K	Hold	1,088	–	–	0.22%	34
2023 Q1	$349K	Hold	1,088	–	–	0.2%	37
2022 Q4	$290K	Sell	1,088 -360	-25%	-$99.5K	0.01%	41
2022 Q3	$387K	Buy	+1,448	New	+$437K	0.25%	35
2022 Q2	–	Sell	-1,143	Closed	-$415K	–	51
2022 Q1	$415K	Hold	1,143	–	–	0.24%	20
2021 Q4	$440K	Buy	+1,143	New	+$441K	0.28%	14

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

Libra Wealth's QQQ Position: Q2 2026 in Review

Libra Wealth reduced its Invesco QQQ Trust (QQQ) stake by 51% in Q2 2026, selling an estimated $453K and leaving 636 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #50.

Libra Wealth first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $805K in Q4 2025. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Libra Wealth held 636 shares of Invesco QQQ Trust worth $468K as of Q2 2026.
Libra Wealth sold 658 Invesco QQQ Trust shares in Q2 2026, an estimated $453K.
Invesco QQQ Trust made up 0.12% of Libra Wealth's portfolio in Q2 2026, its #50 holding.
Libra Wealth first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
Libra Wealth's Invesco QQQ Trust position peaked at $805K in Q4 2025.
3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.