Morling Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Morling Financial 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	$277K	Buy	376 +16	+4%	+$11K	0.08%	63
2026 Q1	$208K	Sell	360 -6	-2%	-$3.65K	0.06%	73
2025 Q4	$225K	Buy	+366	New	+$225K	0.07%	72
2025 Q3	–	Sell	-395	Closed	-$218K	–	108
2025 Q2	$218K	Sell	395 -38	-9%	-$18.9K	0.07%	66
2025 Q1	$203K	Sell	433 -621	-59%	-$316K	0.07%	80
2024 Q4	$539K	Buy	1,054 +621	+143%	+$314K	0.19%	39
2024 Q3	$211K	Hold	433	–	–	0.08%	66
2024 Q2	$207K	Buy	+433	New	+$195K	0.09%	61

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

Morling Financial Advisors's QQQ Position: Q2 2026 in Review

Morling Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 4.4% in Q2 2026, buying an estimated $11K and bringing the position to 376 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #63.

Morling Financial Advisors first reported a position in QQQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $539K in Q4 2024. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Morling Financial Advisors held 376 shares of Invesco QQQ Trust worth $277K as of Q2 2026.
Morling Financial Advisors bought 16 Invesco QQQ Trust shares in Q2 2026, an estimated $11K.
Invesco QQQ Trust made up 0.08% of Morling Financial Advisors's portfolio in Q2 2026, its #63 holding.
Morling Financial Advisors first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 8 quarters since.
Morling Financial Advisors's Invesco QQQ Trust position peaked at $539K in Q4 2024.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.