Rather & Kittrell’s Invesco QQQ Trust QQQ Stock Holding History

Rather & Kittrell’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	$876K	Sell	1,189 -2	-0.2%	-$1.38K	0.12%	60
2026 Q1	$687K	Buy	1,191 +2	+0.2%	+$1.22K	0.11%	67
2025 Q4	$730K	Hold	1,189	–	–	0.12%	63
2025 Q3	$714K	Buy	+1,189	New	+$681K	0.13%	60
2022 Q1	–	Sell	-206	Closed	-$81K	–	242
2021 Q4	$81K	Buy	+206	New	+$79.5K	0.07%	102

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

Rather & Kittrell's QQQ Position: Q2 2026 in Review

Rather & Kittrell reduced its Invesco QQQ Trust (QQQ) stake by 0.17% in Q2 2026, selling an estimated $1.38K and leaving 1,189 shares worth $876K. The position accounts for 0.12% of the portfolio, ranked #60.

Rather & Kittrell first reported a position in QQQ in Q4 2021 and has held it in 5 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Rather & Kittrell held 1,189 shares of Invesco QQQ Trust worth $876K as of Q2 2026.
Rather & Kittrell sold 2 Invesco QQQ Trust shares in Q2 2026, an estimated $1.38K.
Invesco QQQ Trust made up 0.12% of Rather & Kittrell's portfolio in Q2 2026, its #60 holding.
Rather & Kittrell first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 5 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.