OLIO Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History

OLIO Financial Planning’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	$768K	Sell	1,043 -41	-4%	-$28.2K	0.19%	29
2026 Q1	$626K	Sell	1,084 -2	-0.2%	-$1.22K	0.17%	31
2025 Q4	$667K	Buy	1,086 +299	+38%	+$183K	0.19%	29
2025 Q3	$472K	Sell	787 -450	-36%	-$258K	0.14%	43
2025 Q2	$682K	Hold	1,237	–	–	0.22%	29
2025 Q1	$580K	Sell	1,237 -13	-1%	-$6.61K	0.2%	31
2024 Q4	$639K	Sell	1,250 -15	-1%	-$7.59K	0.22%	30
2024 Q3	$520K	Buy	1,265 +12	+1%	+$5.68K	0.22%	35
2024 Q2	$515K	Sell	1,253 -12	-0.9%	-$5.4K	0.22%	35
2024 Q1	$520K	Hold	1,265	–	–	0.22%	35
2023 Q4	$520K	Sell	1,265 -75	-6%	-$28.5K	0.22%	35
2023 Q3	$480K	Buy	1,340 +539	+67%	+$200K	0.23%	34
2023 Q2	$296K	Hold	801	–	–	0.14%	38
2023 Q1	$257K	Hold	801	–	–	0.13%	39
2022 Q4	$213K	Hold	801	–	–	0.12%	40
2022 Q3	$214K	Hold	801	–	–	0.13%	41
2022 Q2	$225K	Buy	801 +8	+1%	+$2.48K	0.13%	42
2022 Q1	$287K	Buy	+793	New	+$282K	0.16%	41

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

OLIO Financial Planning's QQQ Position: Q2 2026 in Review

OLIO Financial Planning reduced its Invesco QQQ Trust (QQQ) stake by 3.8% in Q2 2026, selling an estimated $28.2K and leaving 1,043 shares worth $768K. The position accounts for 0.19% of the portfolio, ranked #29.

OLIO Financial Planning first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

OLIO Financial Planning held 1,043 shares of Invesco QQQ Trust worth $768K as of Q2 2026.
OLIO Financial Planning sold 41 Invesco QQQ Trust shares in Q2 2026, an estimated $28.2K.
Invesco QQQ Trust made up 0.19% of OLIO Financial Planning's portfolio in Q2 2026, its #29 holding.
OLIO Financial Planning first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.