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

Palumbo 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 		$8.19M Buy
11,116
+240
+2% +$165K 1.71% 14
2026
Q1 		$6.28M Sell
10,876
-1,011
-9% -$614K 1.53% 16
2025
Q4 		$7.3M Buy
11,887
+205
+2% +$126K 1.8% 11
2025
Q3 		$7.01M Buy
11,682
+469
+4% +$269K 2.24% 11
2025
Q2 		$6.19M Buy
11,213
+344
+3% +$171K 1.92% 11
2025
Q1 		$5.1M Buy
10,869
+56
+0.5% +$28.5K 1.7% 13
2024
Q4 		$5.53M Buy
10,813
+108
+1% +$54.6K 2.06% 10
2024
Q3 		$5.22M Buy
10,705
+33
+0.3% +$15.6K 2.03% 13
2024
Q2 		$5.11M Buy
10,672
+184
+2% +$82.8K 2.16% 12
2024
Q1 		$4.66M Buy
10,488
+53
+0.5% +$22.7K 2.09% 12
2023
Q4 		$4.27M Buy
10,435
+31
+0.3% +$11.8K 2.18% 12
2023
Q3 		$3.73M Buy
10,404
+2
+0% +$742 2.05% 12
2023
Q2 		$3.84M Sell
10,402
-628
-6% -$211K 2.35% 11
2023
Q1 		$3.54M Buy
11,030
+8,469
+331% +$2.5M 2.35% 11
2022
Q4 		$682K Sell
2,561
-160
-6% -$44.2K 0.54% 45
2022
Q3 		$727K Sell
2,721
-306
-10% -$92.4K 0.62% 41
2022
Q2 		$848K Sell
3,027
-1
-0% -$310 0.67% 33
2022
Q1 		$1.1M Buy
3,028
+2
+0.1% +$710 0.71% 31
2021
Q4 		$1.2M Buy
3,026
+6
+0.2% +$2.32K 0.75% 23
2021
Q3 		$1.08M Sell
3,020
-10
-0.3% -$3.68K 0.71% 21
2021
Q2 		$1.07M Sell
3,030
-152
-5% -$51.1K 0.72% 28
2021
Q1 		$1.02M Sell
3,182
-144
-4% -$46K 0.77% 27
2020
Q4 		$1.04M Buy
+3,326
New +$976K 0.84% 18

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Palumbo Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 2.2% in Q2 2026, buying an estimated $165K and bringing the position to 11,116 shares worth $8.19M. The position accounts for 1.71% of the portfolio, ranked #14.

Palumbo Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Palumbo Wealth Management held 11,116 shares of Invesco QQQ Trust worth $8.19M as of Q2 2026.
  • Palumbo Wealth Management bought 240 Invesco QQQ Trust shares in Q2 2026, an estimated $165K.
  • Invesco QQQ Trust made up 1.71% of Palumbo Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Palumbo Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.