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Monetary Solutions’s Invesco QQQ Trust QQQ Stock Holding History

Monetary Solutions’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 		$1.12M Hold
1,515
– – 0.96% 19
2026
Q1 		$875K Buy
1,515
+40
+3% +$24.3K 0.85% 22
2025
Q4 		$906K Buy
+1,475
New +$905K 0.89% 20

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Monetary Solutions's QQQ Position: Q2 2026 in Review

Monetary Solutions held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,515 shares worth $1.12M. The position accounts for 0.96% of the portfolio, ranked #19.

Monetary Solutions first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 3,444 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Monetary Solutions held 1,515 shares of Invesco QQQ Trust worth $1.12M as of Q2 2026.
  • Monetary Solutions left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.96% of Monetary Solutions's portfolio in Q2 2026, its #19 holding.
  • Monetary Solutions first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,444 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.