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

Pines 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 		$500K Buy
+678
New +$466K 0.14% 138
2025
Q3 		– Sell
-377
Closed -$210K – 236
2025
Q2 		$210K Buy
+377
New +$187K 0.07% 222

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

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

Pines Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 678 shares worth $500K. The stake represents 0.14% of the portfolio and ranks #138 among its holdings. This is a return to the name: Pines Wealth Management previously reported a position in QQQ as recently as Q2 2025.

Pines Wealth Management first reported a position in QQQ in Q2 2025 and has held it in 2 quarters since. 4,001 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Pines Wealth Management held 678 shares of Invesco QQQ Trust worth $500K as of Q2 2026.
  • Invesco QQQ Trust was a new Pines Wealth Management position in Q2 2026.
  • Invesco QQQ Trust made up 0.14% of Pines Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Pines Wealth Management first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 2 quarters since.
  • 4,001 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.