Natural Investments’s Invesco QQQ Trust QQQ Stock Holding History

Natural Investments’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	$1.19M	Buy	1,621 +340	+27%	+$234K	0.26%	77
2026 Q1	$739K	Sell	1,281 -38	-3%	-$23.1K	0.18%	114
2025 Q4	$810K	Hold	1,319	–	–	0.2%	105
2025 Q3	$792K	Hold	1,319	–	–	0.2%	108
2025 Q2	$727K	Hold	1,319	–	–	0.19%	111
2025 Q1	$618K	Sell	1,319 -9	-0.7%	-$4.57K	0.18%	118
2024 Q4	$678K	Buy	+1,328	New	+$672K	0.19%	121

Other funds holding QQQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Natural Investments's QQQ Position: Q2 2026 in Review

Natural Investments increased its Invesco QQQ Trust (QQQ) stake by 27% in Q2 2026, buying an estimated $234K and bringing the position to 1,621 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #77.

Natural Investments first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 2,803 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Natural Investments held 1,621 shares of Invesco QQQ Trust worth $1.19M as of Q2 2026.
Natural Investments bought 340 Invesco QQQ Trust shares in Q2 2026, an estimated $234K.
Invesco QQQ Trust made up 0.26% of Natural Investments's portfolio in Q2 2026, its #77 holding.
Natural Investments first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
2,803 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.