Maltin Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Maltin Wealth 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	$315K	Hold	428	–	–	0.11%	112
2026 Q1	$247K	Hold	428	–	–	0.09%	121
2025 Q4	$263K	Buy	428 +1	+0.2%	+$614	0.1%	116
2025 Q3	$256K	Buy	+427	New	+$245K	0.11%	114
2022 Q3	–	Sell	-937	Closed	-$263K	–	115
2022 Q2	$263K	Buy	+937	New	+$291K	0.19%	93
2022 Q1	–	Sell	-528	Closed	-$210K	–	123
2021 Q4	$210K	Buy	+528	New	+$204K	0.13%	113

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

Maltin Wealth Management's QQQ Position: Q2 2026 in Review

Maltin Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 428 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #112.

Maltin Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 6 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Maltin Wealth Management held 428 shares of Invesco QQQ Trust worth $315K as of Q2 2026.
Maltin Wealth Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.11% of Maltin Wealth Management's portfolio in Q2 2026, its #112 holding.
Maltin Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 6 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.