Paladin Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-5,753	Closed	-$1.53M	–	440
2022 Q4	$1.53M	Sell	5,753 -104	-2%	-$28.8K	1.31%	28
2022 Q3	$1.56M	Buy	5,857 +397	+7%	+$120K	1.43%	23
2022 Q2	$1.53M	Buy	+5,460	New	+$1.69M	1.32%	25
2022 Q1	–	Sell	-3,970	Closed	-$1.58M	–	457
2021 Q4	$1.58M	Buy	+3,970	New	+$1.53M	1.28%	25

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

Paladin Advisory Group's QQQ Position: Q2 2026 in Review

Paladin Advisory Group reduced its Invesco QQQ Trust (QQQ) stake by 2.6% in Q2 2026, selling an estimated $125K and leaving 6,798 shares worth $5.01M. The position accounts for 3.32% of the portfolio, ranked #7.

Paladin Advisory Group first reported a position in QQQ in Q1 2022 and has held it in 15 quarters since. 4,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Paladin Advisory Group held 6,798 shares of Invesco QQQ Trust worth $5.01M as of Q2 2026.
Paladin Advisory Group sold 181 Invesco QQQ Trust shares in Q2 2026, an estimated $125K.
Invesco QQQ Trust made up 3.32% of Paladin Advisory Group's portfolio in Q2 2026, its #7 holding.
Paladin Advisory Group first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 15 quarters since.
4,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.