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Rothschild Investment LLC’s Invesco QQQ Trust QQQ Stock Holding History

Rothschild Investment LLC’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
Q1 		– Sell
-1,000
Closed -$614K – 3662
2025
Q4 		$614K Buy
+1,000
New +$614K 0.03% 318

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rothschild Investment LLC's QQQ Position: Q2 2026 in Review

Rothschild Investment LLC increased its Invesco QQQ Trust (QQQ) stake by 0.07% in Q2 2026, buying an estimated $4.13K and bringing the position to 8,578 shares worth $6.32M. The position accounts for 0.24% of the portfolio, ranked #89.

Rothschild Investment LLC first reported a position in QQQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.31M in Q4 2019. 2,803 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Rothschild Investment LLC held 8,578 shares of Invesco QQQ Trust worth $6.32M as of Q2 2026.
  • Rothschild Investment LLC bought 6 Invesco QQQ Trust shares in Q2 2026, an estimated $4.13K.
  • Invesco QQQ Trust made up 0.24% of Rothschild Investment LLC's portfolio in Q2 2026, its #89 holding.
  • Rothschild Investment LLC first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 53 quarters since.
  • Rothschild Investment LLC's Invesco QQQ Trust position peaked at $8.31M in Q4 2019.
  • 2,803 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.