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Macroview Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Macroview Investment 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 		$6.26M Buy
8,499
+453
+6% +$312K 3.86% 5
2026
Q1 		$4.64M Sell
8,046
-421
-5% -$256K 3.22% 10
2025
Q4 		$5.2M Sell
8,467
-149
-2% -$91.4K 3.55% 6
2025
Q3 		$5.17M Buy
8,616
+309
+4% +$177K 3.86% 5
2025
Q2 		$4.58M Buy
8,307
+287
+4% +$143K 3.73% 6
2025
Q1 		$3.76M Buy
8,020
+203
+3% +$103K 3.52% 9
2024
Q4 		$4M Buy
7,817
+360
+5% +$182K 4.03% 6
2024
Q3 		$3.64M Buy
7,457
+222
+3% +$105K 3.56% 7
2024
Q2 		$3.47M Buy
7,235
+408
+6% +$183K 3.67% 6
2024
Q1 		$3.03M Buy
6,827
+182
+3% +$78K 3.33% 5
2023
Q4 		$2.72M Sell
6,645
-80
-1% -$30.4K 3.21% 6
2023
Q3 		$2.41M Sell
6,725
-101
-1% -$37.5K 3.21% 9
2023
Q2 		$2.52M Buy
6,826
+81
+1% +$27.3K 3.87% 8
2023
Q1 		$2.16M Buy
6,745
+80
+1% +$23.6K 3.47% 8
2022
Q4 		$1.77M Buy
6,665
+56
+0.8% +$15.5K 3.04% 10
2022
Q3 		$1.77M Sell
6,609
-35
-0.5% -$10.6K 3.22% 10
2022
Q2 		$1.86M Buy
6,644
+142
+2% +$44.1K 3.04% 9
2022
Q1 		$2.36M Sell
6,502
-59
-0.9% -$21K 3.37% 8
2021
Q4 		$2.61M Sell
6,561
-98
-1% -$37.8K 3.33% 11
2021
Q3 		$2.38M Sell
6,659
-59
-0.9% -$21.7K 3.08% 11
2021
Q2 		$2.38M Sell
6,718
-1,515
-18% -$509K 3.19% 12
2021
Q1 		$2.63M Buy
8,233
+662
+9% +$212K 3.77% 9
2020
Q4 		$2.38M Buy
7,571
+1,779
+31% +$522K 3.53% 8
2020
Q3 		$1.61M Buy
5,792
+376
+7% +$102K 2.75% 9
2020
Q2 		$1.34M Buy
5,416
+5,405
+49,136% +$1.21M 2.84% 10
2020
Q1 		$2K Buy
+11
New +$2.33K ﹤0.01% 249
2019
Q4 		– Sell
-135
Closed -$25K – 330
2019
Q3 		$25K Hold
135
– – 0.05% 100
2019
Q2 		$25K Hold
135
– – 0.06% 106
2019
Q1 		$24K Hold
135
– – 0.06% 117
2018
Q4 		$21K Sell
135
-375
-74% -$62.7K 0.07% 109
2018
Q3 		$95K Sell
510
-377
-43% -$68.2K 0.3% 45
2018
Q2 		$152K Sell
887
-91
-9% -$15.3K 0.53% 26
2018
Q1 		$157K Buy
+978
New +$162K 0.56% 20
2015
Q2 		– Sell
-100
Closed -$11K – 130
2015
Q1 		$11K Hold
100
– – 0.01% 73
2014
Q4 		$10K Buy
+100
New +$10.1K 0.01% 79
2014
Q2 		– Sell
-260
Closed -$23K – 250
2014
Q1 		$23K Sell
260
-340
-57% -$30K 0.03% 66
2013
Q4 		$53K Buy
+600
New +$50K 0.09% 40

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Macroview Investment Management's QQQ Position: Q2 2026 in Review

Macroview Investment Management increased its Invesco QQQ Trust (QQQ) stake by 5.6% in Q2 2026, buying an estimated $312K and bringing the position to 8,499 shares worth $6.26M. The position accounts for 3.86% of the portfolio, ranked #5.

Macroview Investment Management first reported a position in QQQ in Q4 2013 and has held it in 37 quarters since. 1,898 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Macroview Investment Management held 8,499 shares of Invesco QQQ Trust worth $6.26M as of Q2 2026.
  • Macroview Investment Management bought 453 Invesco QQQ Trust shares in Q2 2026, an estimated $312K.
  • Invesco QQQ Trust made up 3.86% of Macroview Investment Management's portfolio in Q2 2026, its #5 holding.
  • Macroview Investment Management first reported a position in Invesco QQQ Trust in Q4 2013 and has held it in 37 quarters since.
  • 1,898 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.