MUMSS
QQQ icon

Mitsubishi UFJ Morgan Stanley Securities’s Invesco QQQ Trust QQQ Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 		$117K Buy
+159
New +$109K 0.36% 48
2023
Q2 		– Sell
-983
Closed -$315K – 30
2023
Q1 		$315K Buy
+983
New +$290K 8.46% 2

Other funds holding QQQ

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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's QQQ Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 159 shares worth $117K. The stake represents 0.36% of the portfolio and ranks #48 among its holdings. This is a return to the name: Mitsubishi UFJ Morgan Stanley Securities previously reported a position in QQQ as recently as Q1 2023.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in QQQ in Q1 2023 and has held it in 2 quarters since. The position peaked at $315K in Q1 2023. 1,727 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Mitsubishi UFJ Morgan Stanley Securities held 159 shares of Invesco QQQ Trust worth $117K as of Q2 2026.
  • Invesco QQQ Trust was a new Mitsubishi UFJ Morgan Stanley Securities position in Q2 2026.
  • Invesco QQQ Trust made up 0.36% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #48 holding.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 2 quarters since.
  • Mitsubishi UFJ Morgan Stanley Securities's Invesco QQQ Trust position peaked at $315K in Q1 2023.
  • 1,727 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.