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Measured Wealth Private Client Group’s Invesco QQQ Trust QQQ Stock Holding History

Measured Wealth Private Client Group’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 		$102K Buy
139
+68
+96% +$46.8K 0.02% 246
2026
Q1 		$41K Hold
71
– – 0.01% 322
2025
Q4 		$43.6K Buy
71
+4
+6% +$2.46K 0.01% 328
2025
Q3 		$40.2K Buy
+67
New +$38.4K 0.01% 332
2024
Q1 		– Sell
-795
Closed -$326K – 193
2023
Q4 		$326K Hold
795
– – 0.12% 125
2023
Q3 		$285K Sell
795
-38
-5% -$14.1K 0.11% 128
2023
Q2 		$308K Sell
833
-1,099
-57% -$370K 0.12% 134
2023
Q1 		$620K Hold
1,932
– – 0.24% 58
2022
Q4 		$514K Sell
1,932
-85
-4% -$23.5K 0.21% 63
2022
Q3 		$539K Hold
2,017
– – 0.24% 59
2022
Q2 		$565K Sell
2,017
-83
-4% -$25.8K 0.25% 58
2022
Q1 		$761K Buy
2,100
+28
+1% +$9.94K 0.28% 44
2021
Q4 		$824K Hold
2,072
– – 0.29% 47
2021
Q3 		$742K Sell
2,072
-165
-7% -$60.8K 0.29% 54
2021
Q2 		$793K Buy
2,237
+165
+8% +$55.5K 0.25% 64
2021
Q1 		$661K Sell
2,072
-230
-10% -$73.5K 0.23% 62
2020
Q4 		$722K Sell
2,302
-134
-6% -$39.3K 0.3% 47
2020
Q3 		$677K Sell
2,436
-560
-19% -$152K 0.33% 50
2020
Q2 		$742K Buy
2,996
+390
+15% +$87.4K 0.43% 40
2020
Q1 		$496K Buy
2,606
+230
+10% +$48.7K 0.39% 41
2019
Q4 		$505K Buy
2,376
+95
+4% +$19K 0.34% 46
2019
Q3 		$431K Buy
+2,281
New +$432K 0.28% 61
2019
Q2 		– Sell
-1,503
Closed -$270K – 214
2019
Q1 		$270K Buy
+1,503
New +$255K 0.17% 137
2018
Q4 		– Sell
-903
Closed -$167K – 548
2018
Q3 		$167K Buy
+903
New +$163K 0.1% 164

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Measured Wealth Private Client Group's QQQ Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Invesco QQQ Trust (QQQ) stake by 96% in Q2 2026, buying an estimated $46.8K and bringing the position to 139 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #246.

Measured Wealth Private Client Group first reported a position in QQQ in Q3 2018 and has held it in 24 quarters since. The position peaked at $824K in Q4 2021. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Measured Wealth Private Client Group held 139 shares of Invesco QQQ Trust worth $102K as of Q2 2026.
  • Measured Wealth Private Client Group bought 68 Invesco QQQ Trust shares in Q2 2026, an estimated $46.8K.
  • Invesco QQQ Trust made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #246 holding.
  • Measured Wealth Private Client Group first reported a position in Invesco QQQ Trust in Q3 2018 and has held it in 24 quarters since.
  • Measured Wealth Private Client Group's Invesco QQQ Trust position peaked at $824K in Q4 2021.
  • 3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.