Orin Green Financial’s Invesco QQQ Trust QQQ Stock Holding History

Orin Green Financial’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	$299K	Hold	406	–	–	0.11%	66
2026 Q1	$234K	Hold	406	–	–	0.1%	69
2025 Q4	$249K	Buy	406 +17	+4%	+$10.4K	0.1%	68
2025 Q3	$234K	Hold	389	–	–	0.09%	75
2025 Q2	$215K	Buy	+389	New	+$193K	0.09%	70
2024 Q3	–	Sell	-805	Closed	-$386K	–	84
2024 Q2	$386K	Buy	+805	New	+$362K	0.18%	56
2024 Q1	–	Sell	-805	Closed	-$345K	–	58
2023 Q4	$330K	Sell	805 -16	-2%	-$6.07K	0.16%	57
2023 Q3	$294K	Hold	821	–	–	0.16%	57
2023 Q2	$303K	Hold	821	–	–	0.16%	54
2023 Q1	$263K	Hold	821	–	–	0.14%	56
2022 Q4	$219K	Hold	821	–	–	0.13%	59
2022 Q3	$219K	Buy	821 +9	+1%	+$2.72K	0.14%	58
2022 Q2	$235K	Buy	+812	New	+$252K	0.15%	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

Orin Green Financial's QQQ Position: Q2 2026 in Review

Orin Green Financial held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 406 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #66.

Orin Green Financial first reported a position in QQQ in Q2 2022 and has held it in 13 quarters since. The position peaked at $386K in Q2 2024. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Orin Green Financial held 406 shares of Invesco QQQ Trust worth $299K as of Q2 2026.
Orin Green Financial left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.11% of Orin Green Financial's portfolio in Q2 2026, its #66 holding.
Orin Green Financial first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 13 quarters since.
Orin Green Financial's Invesco QQQ Trust position peaked at $386K in Q2 2024.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.