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Onyx Bridge Wealth Group’s Invesco QQQ Trust QQQ Stock Holding History

Onyx Bridge Wealth Group’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 		$82.9M Buy
112,507
+61,620
+121% +$42.4M 7.46% 1
2026
Q1 		$29.4M Sell
50,887
-58
-0.1% -$35.2K 3.16% 2
2025
Q4 		$31.3M Buy
50,945
+27
+0.1% +$16.6K 3.33% 2
2025
Q3 		$30.6M Buy
50,918
+1,593
+3% +$912K 3.32% 2
2025
Q2 		$27.2M Sell
49,325
-353
-0.7% -$176K 3.6% 3
2025
Q1 		$23.3M Sell
49,678
-81
-0.2% -$41.2K 3.34% 4
2024
Q4 		$25.4M Buy
49,759
+321
+0.6% +$162K 3.66% 3
2024
Q3 		$24.1M Sell
49,438
-1,563
-3% -$740K 3.64% 3
2024
Q2 		$24.4M Buy
51,001
+862
+2% +$388K 4.01% 3
2024
Q1 		$21.6M Sell
50,139
-135
-0.3% -$57.9K 3.86% 3
2023
Q4 		$20.6M Buy
50,274
+1,088
+2% +$413K 4.15% 5
2023
Q3 		$17.6M Buy
49,186
+2,725
+6% +$1.01M 4.12% 4
2023
Q2 		$17.2M Buy
46,461
+43,468
+1,452% +$14.6M 4.11% 4
2023
Q1 		$961K Buy
2,993
+1
+0% +$295 0.38% 52
2022
Q4 		$804K Sell
2,992
-575
-16% -$159K 0.33% 44
2022
Q3 		$937K Sell
3,567
-60
-2% -$18.1K 0.43% 36
2022
Q2 		$1.09M Buy
3,627
+26
+0.7% +$8.07K 0.49% 29
2022
Q1 		$1.14M Buy
3,601
+172
+5% +$61.1K 0.43% 27
2021
Q4 		$1.36M Buy
3,429
+479
+16% +$185K 0.46% 25
2021
Q3 		$1.1M Buy
2,950
+2,238
+314% +$824K 0.41% 29
2021
Q2 		$255K Buy
712
+10
+1% +$3.36K 0.11% 95
2021
Q1 		$224K Buy
+702
New +$224K 0.11% 87

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

Onyx Bridge Wealth Group's QQQ Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Invesco QQQ Trust (QQQ) stake by 121% in Q2 2026, buying an estimated $42.4M and bringing the position to 112,507 shares worth $82.9M. The position accounts for 7.46% of the portfolio, ranked #1.

Onyx Bridge Wealth Group first reported a position in QQQ in Q1 2021 and has held it in 22 quarters since. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Onyx Bridge Wealth Group held 112,507 shares of Invesco QQQ Trust worth $82.9M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 61,620 Invesco QQQ Trust shares in Q2 2026, an estimated $42.4M.
  • Invesco QQQ Trust made up 7.46% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #1 holding.
  • Onyx Bridge Wealth Group first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 22 quarters since.
  • 4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.