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Prepared Retirement Institute’s Invesco QQQ Trust QQQ Stock Holding History

Prepared Retirement Institute’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 		$210K Buy
+285
New +$196K 0.09% 93
2024
Q1 		– Sell
-2,132
Closed -$873K – 79
2023
Q4 		$873K Buy
+2,132
New +$809K 0.65% 23

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

Prepared Retirement Institute's QQQ Position: Q2 2026 in Review

Prepared Retirement Institute opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 285 shares worth $210K. The stake represents 0.09% of the portfolio and ranks #93 among its holdings. This is a return to the name: Prepared Retirement Institute previously reported a position in QQQ as recently as Q4 2023.

Prepared Retirement Institute first reported a position in QQQ in Q4 2023 and has held it in 2 quarters since. The position peaked at $873K in Q4 2023. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Prepared Retirement Institute held 285 shares of Invesco QQQ Trust worth $210K as of Q2 2026.
  • Invesco QQQ Trust was a new Prepared Retirement Institute position in Q2 2026.
  • Invesco QQQ Trust made up 0.09% of Prepared Retirement Institute's portfolio in Q2 2026, its #93 holding.
  • Prepared Retirement Institute first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 2 quarters since.
  • Prepared Retirement Institute's Invesco QQQ Trust position peaked at $873K in Q4 2023.
  • 4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.