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Pachira Investments’s Invesco QQQ Trust QQQ Stock Holding History

Pachira Investments’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 		$21.1M Buy
28,589
+1,996
+8% +$1.37M 7.94% 2
2026
Q1 		$15.3M Buy
26,593
+1,518
+6% +$922K 7.17% 2
2025
Q4 		$15.4M Buy
25,075
+5,195
+26% +$3.19M 7.5% 1
2025
Q3 		$11.9M Buy
19,880
+2,460
+14% +$1.41M 6.71% 2
2025
Q2 		$9.61M Buy
17,420
+1,197
+7% +$595K 7.26% 3
2025
Q1 		$7.61M Buy
16,223
+907
+6% +$461K 5.35% 9
2024
Q4 		$7.9M Buy
15,316
+1,330
+10% +$673K 4.83% 9
2024
Q3 		$6.83M Buy
13,986
+1,608
+13% +$761K 5.26% 8
2024
Q2 		$5.93M Buy
12,378
+578
+5% +$260K 5.26% 9
2024
Q1 		$5.24M Buy
11,800
+944
+9% +$405K 4.28% 11
2023
Q4 		$4.45M Buy
10,856
+1,372
+14% +$521K 3.93% 11
2023
Q3 		$3.4M Buy
9,484
+894
+10% +$332K 3.82% 10
2023
Q2 		$3.17M Buy
+8,590
New +$2.89M 3.41% 11
2018
Q4 		– Sell
-1,245
Closed -$231K – 14
2018
Q3 		$231K Sell
1,245
-168
-12% -$30.4K 0.23% 12
2018
Q2 		$243K Hold
1,413
– – 0.25% 10
2018
Q1 		$226K Buy
1,413
+30
+2% +$4.96K 0.19% 10
2017
Q4 		$215K Buy
+1,383
New +$211K 0.18% 10

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Pachira Investments's QQQ Position: Q2 2026 in Review

Pachira Investments increased its Invesco QQQ Trust (QQQ) stake by 7.5% in Q2 2026, buying an estimated $1.37M and bringing the position to 28,589 shares worth $21.1M. The position accounts for 7.94% of the portfolio, ranked #2.

Pachira Investments first reported a position in QQQ in Q4 2017 and has held it in 17 quarters since. 2,010 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Pachira Investments held 28,589 shares of Invesco QQQ Trust worth $21.1M as of Q2 2026.
  • Pachira Investments bought 1,996 Invesco QQQ Trust shares in Q2 2026, an estimated $1.37M.
  • Invesco QQQ Trust made up 7.94% of Pachira Investments's portfolio in Q2 2026, its #2 holding.
  • Pachira Investments first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 17 quarters since.
  • 2,010 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.