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Medallion Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Medallion Wealth Advisors’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 		$11.2K Sell
15
-191
-93% -$131K ﹤0.01% 722
2026
Q1 		$119K Buy
206
+5
+2% +$3.04K 0.04% 331
2025
Q4 		$123K Buy
201
+18
+10% +$11K 0.04% 323
2025
Q3 		$110K Sell
183
-250
-58% -$143K 0.04% 339
2025
Q2 		$239K Sell
433
-100
-19% -$49.7K 0.09% 205
2025
Q1 		$250K Hold
533
– – 0.11% 174
2024
Q4 		$250K Buy
+533
New +$270K 0.12% 162

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

Medallion Wealth Advisors's QQQ Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 93% in Q2 2026, selling an estimated $131K and leaving 15 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Medallion Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q1 2025. 4,015 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Medallion Wealth Advisors held 15 shares of Invesco QQQ Trust worth $11.2K as of Q2 2026.
  • Medallion Wealth Advisors sold 191 Invesco QQQ Trust shares in Q2 2026, an estimated $131K.
  • Invesco QQQ Trust made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #722 holding.
  • Medallion Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Invesco QQQ Trust position peaked at $250K in Q1 2025.
  • 4,015 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.