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Morton Brown Family Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Morton Brown Family Wealth’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 		$2.38M Sell
3,229
-88
-3% -$60.5K 0.54% 21
2026
Q1 		$1.91M Buy
3,317
+83
+3% +$50.4K 0.51% 21
2025
Q4 		$1.99M Buy
3,234
+43
+1% +$26.4K 0.54% 22
2025
Q3 		$1.92M Buy
3,191
+122
+4% +$69.9K 0.55% 21
2025
Q2 		$1.69M Buy
3,069
+78
+3% +$38.8K 0.52% 21
2025
Q1 		$1.4M Sell
2,991
-25
-0.8% -$12.7K 0.48% 21
2024
Q4 		$1.54M Sell
3,016
-203
-6% -$103K 0.54% 22
2024
Q3 		$1.57M Buy
3,219
+22
+0.7% +$10.4K 0.56% 21
2024
Q2 		$1.53M Sell
3,197
-10
-0.3% -$4.5K 0.61% 21
2024
Q1 		$1.42M Buy
3,207
+30
+0.9% +$12.9K 0.59% 22
2023
Q4 		$1.3M Buy
3,177
+167
+6% +$63.4K 0.57% 23
2023
Q3 		$1.08M Buy
3,010
+547
+22% +$203K 0.55% 23
2023
Q2 		$910K Sell
2,463
-11
-0.4% -$3.7K 0.49% 24
2023
Q1 		$794K Buy
2,474
+243
+11% +$71.7K 0.47% 27
2022
Q4 		$594K Hold
2,231
– – 0.41% 29
2022
Q3 		$596K Buy
2,231
+1
+0% +$302 0.48% 25
2022
Q2 		$625K Sell
2,230
-89
-4% -$27.6K 0.48% 26
2022
Q1 		$841K Sell
2,319
-267
-10% -$94.8K 0.64% 23
2021
Q4 		$1.03M Buy
+2,586
New +$998K 0.79% 20

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morton Brown Family Wealth's QQQ Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Invesco QQQ Trust (QQQ) stake by 2.7% in Q2 2026, selling an estimated $60.5K and leaving 3,229 shares worth $2.38M. The position accounts for 0.54% of the portfolio, ranked #21.

Morton Brown Family Wealth first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. 4,015 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Morton Brown Family Wealth held 3,229 shares of Invesco QQQ Trust worth $2.38M as of Q2 2026.
  • Morton Brown Family Wealth sold 88 Invesco QQQ Trust shares in Q2 2026, an estimated $60.5K.
  • Invesco QQQ Trust made up 0.54% of Morton Brown Family Wealth's portfolio in Q2 2026, its #21 holding.
  • Morton Brown Family Wealth first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • 4,015 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.