Regatta Research & Money Management’s Invesco QQQ Trust QQQ Stock Holding History

Regatta Research & Money Management’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	$1.66M	Buy	+2,255	New	+$1.55M	1.57%	11

Other funds holding QQQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Regatta Research & Money Management's QQQ Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 2,255 shares worth $1.66M. The stake represents 1.57% of the portfolio and ranks #11 among its holdings.

3,329 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Regatta Research & Money Management held 2,255 shares of Invesco QQQ Trust worth $1.66M as of Q2 2026.
Invesco QQQ Trust was a new Regatta Research & Money Management position in Q2 2026.
Invesco QQQ Trust made up 1.57% of Regatta Research & Money Management's portfolio in Q2 2026, its #11 holding.
3,329 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.