New Perspectives Inc’s Invesco QQQ Trust QQQ Stock Holding History

New Perspectives Inc’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	$32M	Sell	43,452 -1,046	-2%	-$720K	9.82%	4
2026 Q1	$25.7M	Sell	44,498 -608	-1%	-$369K	8.89%	4
2025 Q4	$27.7M	Sell	45,106 -1,046	-2%	-$642K	9.61%	4
2025 Q3	$27.7M	Sell	46,152 -2,032	-4%	-$1.16M	12.4%	2
2025 Q2	$26.6M	Sell	48,184 -7,646	-14%	-$3.8M	13.15%	2
2025 Q1	$26.2M	Sell	55,830 -3,744	-6%	-$1.9M	13.97%	2
2024 Q4	$30.5M	Sell	59,574 -1,736	-3%	-$878K	16.32%	2
2024 Q3	$29.9M	Sell	61,310 -1,478	-2%	-$699K	15.94%	2
2024 Q2	$30.1M	Sell	62,788 -1,281	-2%	-$576K	16.06%	2
2024 Q1	$28.4M	Buy	+64,069	New	+$27.5M	15.75%	2
2022 Q4	$15.7M	Buy	58,839 +2,882	+5%	+$797K	12.01%	4
2022 Q3	$15M	Buy	55,957 +1,634	+3%	+$493K	12.88%	4
2022 Q2	$15.2M	Buy	54,323 +546	+1%	+$169K	12.4%	4
2022 Q1	$19.5M	Buy	53,777 +1,781	+3%	+$633K	14.04%	3
2021 Q4	$20.7M	Sell	51,996 -5,771	-10%	-$2.23M	14.63%	2
2021 Q3	$20.7M	Buy	57,767 +713	+1%	+$263K	15.27%	2
2021 Q2	$20.2M	Buy	+57,054	New	+$19.2M	15.7%	2

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

New Perspectives Inc's QQQ Position: Q2 2026 in Review

New Perspectives Inc reduced its Invesco QQQ Trust (QQQ) stake by 2.4% in Q2 2026, selling an estimated $720K and leaving 43,452 shares worth $32M. The position accounts for 9.82% of the portfolio, ranked #4.

New Perspectives Inc first reported a position in QQQ in Q2 2021 and has held it in 17 quarters since. 4,009 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

New Perspectives Inc held 43,452 shares of Invesco QQQ Trust worth $32M as of Q2 2026.
New Perspectives Inc sold 1,046 Invesco QQQ Trust shares in Q2 2026, an estimated $720K.
Invesco QQQ Trust made up 9.82% of New Perspectives Inc's portfolio in Q2 2026, its #4 holding.
New Perspectives Inc first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 17 quarters since.
4,009 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.