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

Merkkuri 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	$4.63M	Sell	6,291 -476	-7%	-$327K	2.87%	9
2026 Q1	$3.91M	Sell	6,767 -443	-6%	-$269K	2.59%	10
2025 Q4	$4.43M	Sell	7,210 -603	-8%	-$370K	3.01%	9
2025 Q3	$4.69M	Sell	7,813 -1,002	-11%	-$574K	3.4%	7
2025 Q2	$4.86M	Buy	8,815 +9	+0.1%	+$4.48K	3.69%	6
2025 Q1	$4.13M	Sell	8,806 -3,085	-26%	-$1.57M	3.54%	7
2024 Q4	$6.08M	Sell	11,891 -12	-0.1%	-$6.07K	4.81%	4
2024 Q3	$5.81M	Sell	11,903 -122	-1%	-$57.7K	4.58%	5
2024 Q2	$5.76M	Buy	+12,025	New	+$5.41M	5.3%	3

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

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

Merkkuri Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 7% in Q2 2026, selling an estimated $327K and leaving 6,291 shares worth $4.63M. The position accounts for 2.87% of the portfolio, ranked #9.

Merkkuri Wealth Advisors first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.08M in Q4 2024. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Merkkuri Wealth Advisors held 6,291 shares of Invesco QQQ Trust worth $4.63M as of Q2 2026.
Merkkuri Wealth Advisors sold 476 Invesco QQQ Trust shares in Q2 2026, an estimated $327K.
Invesco QQQ Trust made up 2.87% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Merkkuri Wealth Advisors first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's Invesco QQQ Trust position peaked at $6.08M in Q4 2024.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.