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One Degree Advisors’s Invesco QQQ Trust QQQ Stock Holding History

One Degree 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 		$1.92M Buy
2,654
+772
+41% +$531K 0.43% 33
2026
Q1 		$1.09M Buy
1,882
+242
+15% +$147K 0.28% 38
2025
Q4 		$1.01M Buy
1,640
+122
+8% +$74.9K 0.28% 39
2025
Q3 		$911K Buy
1,518
+96
+7% +$55K 0.28% 38
2025
Q2 		$784K Buy
1,422
+11
+0.8% +$5.47K 0.28% 41
2025
Q1 		$661K Buy
1,411
+451
+47% +$229K 0.27% 34
2024
Q4 		$507K Buy
960
+188
+24% +$95.1K 0.21% 40
2024
Q3 		$375K Hold
772
– – 0.16% 42
2024
Q2 		$369K Buy
+772
New +$347K 0.18% 43

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

One Degree Advisors's QQQ Position: Q2 2026 in Review

One Degree Advisors increased its Invesco QQQ Trust (QQQ) stake by 41% in Q2 2026, buying an estimated $531K and bringing the position to 2,654 shares worth $1.92M. The position accounts for 0.43% of the portfolio, ranked #33.

One Degree Advisors first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • One Degree Advisors held 2,654 shares of Invesco QQQ Trust worth $1.92M as of Q2 2026.
  • One Degree Advisors bought 772 Invesco QQQ Trust shares in Q2 2026, an estimated $531K.
  • Invesco QQQ Trust made up 0.43% of One Degree Advisors's portfolio in Q2 2026, its #33 holding.
  • One Degree Advisors first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.