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Pitti Group Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Pitti Group 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 		$820K Hold
1,114
– – 0.6% 38
2026
Q1 		$643K Sell
1,114
-1
-0.1% -$608 0.52% 41
2025
Q4 		$685K Hold
1,115
– – 0.56% 38
2025
Q3 		$669K Sell
1,115
-203
-15% -$116K 0.57% 36
2025
Q2 		$727K Buy
1,318
+32
+2% +$15.9K 0.63% 35
2025
Q1 		$603K Sell
1,286
-11
-0.8% -$5.59K 0.62% 38
2024
Q4 		$663K Sell
1,297
-14
-1% -$7.08K 0.67% 39
2024
Q3 		$537K Hold
1,311
– – 0.58% 37
2024
Q2 		$537K Buy
1,311
+48
+4% +$21.6K 0.58% 37
2024
Q1 		$562K Sell
1,263
-48
-4% -$20.6K 0.63% 36
2023
Q4 		$537K Sell
1,311
-138
-10% -$52.4K 0.58% 37
2023
Q3 		$519K Buy
1,449
+12
+0.8% +$4.45K 0.59% 39
2023
Q2 		$531K Sell
1,437
-166
-10% -$55.9K 0.59% 38
2023
Q1 		$514K Sell
1,603
-426
-21% -$126K 0.57% 42
2022
Q4 		$540K Sell
2,029
-70
-3% -$19.4K 0.64% 39
2022
Q3 		$561K Sell
2,099
-225
-10% -$67.9K 0.77% 32
2022
Q2 		$651K Sell
2,324
-2,962
-56% -$919K 0.89% 28
2022
Q1 		$1.92M Buy
5,286
+99
+2% +$35.2K 2.23% 9
2021
Q4 		$2.06M Buy
+5,187
New +$2M 2.3% 9

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

Pitti Group Wealth Management's QQQ Position: Q2 2026 in Review

Pitti Group Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,114 shares worth $820K. The position accounts for 0.6% of the portfolio, ranked #38.

Pitti Group Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q4 2021. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Pitti Group Wealth Management held 1,114 shares of Invesco QQQ Trust worth $820K as of Q2 2026.
  • Pitti Group Wealth Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.6% of Pitti Group Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Pitti Group Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • Pitti Group Wealth Management's Invesco QQQ Trust position peaked at $2.06M in Q4 2021.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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