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

RBA 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	$417K	Sell	566 -215	-28%	-$148K	0.15%	64
2026 Q1	$451K	Buy	781 +15	+2%	+$9.11K	0.16%	70
2025 Q4	$471K	Buy	766 +8	+1%	+$4.91K	0.16%	68
2025 Q3	$455K	Buy	758 +38	+5%	+$21.8K	0.16%	67
2025 Q2	$397K	Buy	720 +4	+0.6%	+$1.99K	0.15%	72
2025 Q1	$336K	Buy	716 +8	+1%	+$4.07K	0.13%	75
2024 Q4	$362K	Buy	+708	New	+$358K	0.14%	71

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

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

RBA Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 28% in Q2 2026, selling an estimated $148K and leaving 566 shares worth $417K. The position accounts for 0.15% of the portfolio, ranked #64.

RBA Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q4 2025. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

RBA Wealth Management held 566 shares of Invesco QQQ Trust worth $417K as of Q2 2026.
RBA Wealth Management sold 215 Invesco QQQ Trust shares in Q2 2026, an estimated $148K.
Invesco QQQ Trust made up 0.15% of RBA Wealth Management's portfolio in Q2 2026, its #64 holding.
RBA Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
RBA Wealth Management's Invesco QQQ Trust position peaked at $471K in Q4 2025.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.