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

Orgel 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	$486K	Buy	660 +164	+33%	+$113K	0.01%	85
2026 Q1	$286K	Buy	496 +131	+36%	+$79.6K	0.01%	86
2025 Q4	$224K	Sell	365 -17	-4%	-$10.4K	﹤0.01%	90
2025 Q3	$229K	Buy	382 +17	+5%	+$9.73K	0.01%	83
2025 Q2	$201K	Buy	+365	New	+$182K	﹤0.01%	85
2025 Q1	–	Sell	-411	Closed	-$210K	–	87
2024 Q4	$210K	Buy	+411	New	+$208K	0.01%	86
2022 Q2	–	Sell	-600	Closed	-$218K	–	72
2022 Q1	$218K	Hold	600	–	–	0.02%	60
2021 Q4	$239K	Hold	600	–	–	0.02%	56
2021 Q3	$215K	Hold	600	–	–	0.02%	57
2021 Q2	$213K	Buy	+600	New	+$202K	0.03%	58

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

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

Orgel Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 33% in Q2 2026, buying an estimated $113K and bringing the position to 660 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #85.

Orgel Wealth Management first reported a position in QQQ in Q2 2021 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Orgel Wealth Management held 660 shares of Invesco QQQ Trust worth $486K as of Q2 2026.
Orgel Wealth Management bought 164 Invesco QQQ Trust shares in Q2 2026, an estimated $113K.
Invesco QQQ Trust made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #85 holding.
Orgel Wealth Management first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 10 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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