Moisand Fitzgerald Tamayo’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$309K Buy
419
+245
+141% +$169K 0.03% 105
2026
Q1
$101K Hold
174
0.01% 148
2025
Q4
$107K Sell
174
-327
-65% -$201K 0.01% 147
2025
Q3
$301K Hold
501
0.04% 97
2025
Q2
$277K Hold
501
0.04% 99
2025
Q1
$235K Hold
501
0.03% 104
2024
Q4
$256K Buy
501
+207
+70% +$105K 0.04% 98
2024
Q3
$144K Buy
294
+72
+32% +$34.1K 0.02% 126
2024
Q2
$106K Buy
222
+164
+283% +$73.8K 0.02% 129
2024
Q1
$25.8K Hold
58
﹤0.01% 219
2023
Q4
$23.8K Buy
58
+20
+53% +$7.59K ﹤0.01% 238
2023
Q3
$13.6K Buy
38
+16
+73% +$5.93K ﹤0.01% 305
2023
Q2
$8.13K Sell
22
-3
-12% -$1.01K ﹤0.01% 344
2023
Q1
$8.02K Buy
25
+3
+14% +$885 ﹤0.01% 348
2022
Q4
$5.86K Hold
22
﹤0.01% 382
2022
Q3
$6K Sell
22
-124
-85% -$37.4K ﹤0.01% 346
2022
Q2
$41K Buy
146
+114
+356% +$35.4K 0.01% 169
2022
Q1
$12K Sell
32
-114
-78% -$40.5K 0.01% 169
2021
Q4
$58K Hold
146
0.02% 143
2021
Q3
$52K Hold
146
0.02% 148
2021
Q2
$52K Buy
146
+124
+564% +$41.7K 0.02% 152
2021
Q1
$7K Hold
22
﹤0.01% 241
2020
Q4
$7K Hold
22
﹤0.01% 245
2020
Q3
$6K Hold
22
﹤0.01% 236
2020
Q2
$5K Hold
22
﹤0.01% 226
2020
Q1
$4K Sell
22
-5
-19% -$1.06K ﹤0.01% 208
2019
Q4
$6K Buy
27
+5
+23% +$1K ﹤0.01% 221
2019
Q3
$4K Hold
22
﹤0.01% 234
2019
Q2
$4K Hold
22
﹤0.01% 231
2019
Q1
$4K Hold
22
﹤0.01% 235
2018
Q4
$3K Sell
22
-530
-96% -$88.6K ﹤0.01% 240
2018
Q3
$103K Buy
552
+530
+2,409% +$95.9K 0.06% 95
2018
Q2
$4K Buy
+22
New +$3.69K ﹤0.01% 236
2016
Q2
Sell
-17
Closed -$2K 163
2016
Q1
$2K Sell
17
-555
-97% -$57.6K ﹤0.01% 204
2015
Q4
$64K Buy
+572
New +$63.8K 0.06% 83

Other funds holding QQQ

Moisand Fitzgerald Tamayo's QQQ Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Invesco QQQ Trust (QQQ) stake by 141% in Q2 2026, buying an estimated $169K and bringing the position to 419 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #105.

Moisand Fitzgerald Tamayo first reported a position in QQQ in Q4 2015 and has held it in 35 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 419 shares of Invesco QQQ Trust worth $309K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 245 Invesco QQQ Trust shares in Q2 2026, an estimated $169K.
  • Invesco QQQ Trust made up 0.03% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #105 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Invesco QQQ Trust in Q4 2015 and has held it in 35 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.