Mount Yale Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Mount Yale Investment 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	–	Sell	-500	Closed	-$54.3K	–	1257
2026 Q1	$54.3K	Buy	+500	New	+$304K	﹤0.01%	1087
2025 Q1	–	Sell	-400	Closed	-$65.3K	–	578
2024 Q4	$65.3K	Sell	400 -600	-60%	-$303K	0.01%	537
2024 Q3	$144K	Hold	1,000	–	–	0.01%	532
2024 Q2	$142K	Buy	+1,000	New	+$450K	0.01%	523
2022 Q1	–	Sell	-2,000	Closed	-$796K	–	494
2021 Q4	$796K	Buy	+2,000	New	+$772K	0.08%	238

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

Mount Yale Investment Advisors's QQQ Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 2.1% in Q2 2026, buying an estimated $372K and bringing the position to 26,865 shares worth $19.5M. The position accounts for 0.36% of the portfolio, ranked #57.

Mount Yale Investment Advisors first reported a position in QQQ in Q1 2018 and has held it in 31 quarters since. 4,018 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Mount Yale Investment Advisors held 26,865 shares of Invesco QQQ Trust worth $19.5M as of Q2 2026.
Mount Yale Investment Advisors bought 541 Invesco QQQ Trust shares in Q2 2026, an estimated $372K.
Invesco QQQ Trust made up 0.36% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #57 holding.
Mount Yale Investment Advisors first reported a position in Invesco QQQ Trust in Q1 2018 and has held it in 31 quarters since.
4,018 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.