Ogorek Anthony Joseph’s Invesco QQQ Trust QQQ Stock Holding History

Ogorek Anthony Joseph’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	$305K	Hold	415	–	–	0.08%	65
2026 Q1	$239K	Buy	415 +23	+6%	+$14K	0.07%	69
2025 Q4	$240K	Hold	392	–	–	0.07%	71
2025 Q3	$235K	Hold	392	–	–	0.07%	68
2025 Q2	$216K	Sell	392 -123	-24%	-$61.2K	0.07%	67
2025 Q1	$241K	Buy	515 +442	+605%	+$225K	0.08%	65
2024 Q4	$37K	Buy	73 +10	+16%	+$5.06K	0.01%	137
2024 Q3	$30K	Hold	63	–	–	0.01%	151
2024 Q2	$30K	Hold	63	–	–	0.01%	139
2024 Q1	$27K	Hold	63	–	–	0.01%	146
2023 Q4	$25K	Hold	63	–	–	0.01%	156
2023 Q3	$22K	Hold	63	–	–	0.01%	159
2023 Q2	$23K	Hold	63	–	–	0.01%	152
2023 Q1	$20K	Hold	63	–	–	0.01%	156
2022 Q4	$16K	Hold	63	–	–	0.01%	137
2022 Q3	$16K	Hold	63	–	–	0.01%	127
2022 Q2	$17K	Hold	63	–	–	0.01%	130
2022 Q1	$22K	Hold	63	–	–	0.01%	135
2021 Q4	$25K	Hold	63	–	–	0.01%	115
2021 Q3	$22K	Buy	+63	New	+$23.2K	0.01%	125

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

Ogorek Anthony Joseph's QQQ Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 415 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #65.

Ogorek Anthony Joseph first reported a position in QQQ in Q3 2021 and has held it in 20 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Ogorek Anthony Joseph held 415 shares of Invesco QQQ Trust worth $305K as of Q2 2026.
Ogorek Anthony Joseph left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.08% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #65 holding.
Ogorek Anthony Joseph first reported a position in Invesco QQQ Trust in Q3 2021 and has held it in 20 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.