Mountain Capital Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Mountain Capital 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	$974K	Sell	1,322 -5	-0.4%	-$3.44K	0.14%	25
2026 Q1	$882K	Buy	1,327 +212	+19%	+$129K	0.13%	24
2025 Q4	$698K	Buy	1,115 +47	+4%	+$28.8K	0.11%	26
2025 Q3	$644K	Buy	1,068 +409	+62%	+$234K	0.11%	29
2025 Q2	$361K	Buy	659 +139	+27%	+$69.1K	0.07%	40
2025 Q1	$243K	Buy	520 +60	+13%	+$30.5K	0.05%	48
2024 Q4	$240K	Sell	460 -12	-3%	-$6.07K	0.05%	47
2024 Q3	$242K	Buy	+472	New	+$223K	0.05%	45
2017 Q4	–	Sell	-100	Closed	-$15K	–	338
2017 Q3	$15K	Hold	100	–	–	0.01%	223
2017 Q2	$14K	Buy	+100	New	+$13.8K	0.01%	265

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

Mountain Capital Investment Advisors's QQQ Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.38% in Q2 2026, selling an estimated $3.44K and leaving 1,322 shares worth $974K. The position accounts for 0.14% of the portfolio, ranked #25.

Mountain Capital Investment Advisors first reported a position in QQQ in Q2 2017 and has held it in 10 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Mountain Capital Investment Advisors held 1,322 shares of Invesco QQQ Trust worth $974K as of Q2 2026.
Mountain Capital Investment Advisors sold 5 Invesco QQQ Trust shares in Q2 2026, an estimated $3.44K.
Invesco QQQ Trust made up 0.14% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #25 holding.
Mountain Capital Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2017 and has held it in 10 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.