RWM
QQQ icon

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

Ritholtz 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
2022
Q2 		– Sell
-41,400
Closed -$127K – 588
2022
Q1 		$127K Buy
41,400
+40,500
+4,500% +$14.4M 0.01% 527
2021
Q4 		$345K Buy
+900
New +$347K 0.02% 381

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

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

Ritholtz Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 11% in Q2 2026, buying an estimated $23.6M and bringing the position to 338,708 shares worth $249M. The position accounts for 3.72% of the portfolio, ranked #4.

Ritholtz Wealth Management first reported a position in QQQ in Q4 2016 and has held it in 38 quarters since. 4,021 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Ritholtz Wealth Management held 338,708 shares of Invesco QQQ Trust worth $249M as of Q2 2026.
  • Ritholtz Wealth Management bought 34,308 Invesco QQQ Trust shares in Q2 2026, an estimated $23.6M.
  • Invesco QQQ Trust made up 3.72% of Ritholtz Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Ritholtz Wealth Management first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 38 quarters since.
  • 4,021 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.