M. Kulyk & Associates’s Invesco QQQ Trust QQQ Stock Holding History

M. Kulyk & Associates’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	$932K	Hold	1,265	–	–	0.15%	61
2026 Q1	$730K	Hold	1,265	–	–	0.14%	63
2025 Q4	$777K	Hold	1,265	–	–	0.15%	58
2025 Q3	$759K	Hold	1,265	–	–	0.15%	58
2025 Q2	$698K	Hold	1,265	–	–	0.15%	63
2025 Q1	$593K	Sell	1,265 -12	-0.9%	-$6.1K	0.14%	66
2024 Q4	$653K	Buy	1,277 +11	+0.9%	+$5.56K	0.14%	65
2024 Q3	$618K	Hold	1,266	–	–	0.12%	64
2024 Q2	$607K	Hold	1,266	–	–	0.14%	63
2024 Q1	$562K	Hold	1,266	–	–	0.13%	63
2023 Q4	$518K	Sell	1,266 -28	-2%	-$10.6K	0.12%	70
2023 Q3	$464K	Sell	1,294 -65	-5%	-$24.1K	0.13%	68
2023 Q2	$502K	Hold	1,359	–	–	0.14%	72
2023 Q1	$436K	Buy	1,359 +200	+17%	+$59K	0.13%	73
2022 Q4	$309K	Hold	1,159	–	–	0.1%	80
2022 Q3	$310K	Hold	1,159	–	–	0.11%	81
2022 Q2	$325K	Hold	1,159	–	–	0.1%	79
2022 Q1	$420K	Buy	1,159 +300	+35%	+$107K	0.11%	73
2021 Q4	$342K	Buy	+859	New	+$332K	0.09%	71

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

M. Kulyk & Associates's QQQ Position: Q2 2026 in Review

M. Kulyk & Associates held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,265 shares worth $932K. The position accounts for 0.15% of the portfolio, ranked #61.

M. Kulyk & Associates first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

M. Kulyk & Associates held 1,265 shares of Invesco QQQ Trust worth $932K as of Q2 2026.
M. Kulyk & Associates left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.15% of M. Kulyk & Associates's portfolio in Q2 2026, its #61 holding.
M. Kulyk & Associates first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.