Orca Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Orca Wealth Management’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	$209K	Buy	+284	New	+$195K	0.13%	80

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Orca Wealth Management's QQQ Position: Q2 2026 in Review

Orca Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 284 shares worth $209K. The stake represents 0.13% of the portfolio and ranks #80 among its holdings.

2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Orca Wealth Management held 284 shares of Invesco QQQ Trust worth $209K as of Q2 2026.
Invesco QQQ Trust was a new Orca Wealth Management position in Q2 2026.
Invesco QQQ Trust made up 0.13% of Orca Wealth Management's portfolio in Q2 2026, its #80 holding.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.