Seamount Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Seamount Financial Group’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	$7.2M	Buy	9,771 +1,949	+25%	+$1.34M	2.9%	8
2026 Q1	$4.51M	Sell	7,822 -68	-0.9%	-$41.3K	2.03%	11
2025 Q4	$4.85M	Buy	7,890 +179	+2%	+$110K	2.2%	10
2025 Q3	$4.63M	Buy	7,711 +316	+4%	+$181K	2.19%	11
2025 Q2	$4.08M	Buy	7,395 +796	+12%	+$396K	2.1%	11
2025 Q1	$3.09M	Buy	6,599 +648	+11%	+$329K	2.11%	12
2024 Q4	$3.04M	Buy	5,951 +582	+11%	+$294K	2.1%	10
2024 Q3	$2.62M	Buy	5,369 +120	+2%	+$56.8K	1.97%	13
2024 Q2	$2.52M	Buy	5,249 +273	+5%	+$123K	2.05%	14
2024 Q1	$2.21M	Buy	4,976 +617	+14%	+$265K	1.94%	15
2023 Q4	$1.79M	Buy	+4,359	New	+$1.65M	1.71%	21

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

Seamount Financial Group's QQQ Position: Q2 2026 in Review

Seamount Financial Group increased its Invesco QQQ Trust (QQQ) stake by 25% in Q2 2026, buying an estimated $1.34M and bringing the position to 9,771 shares worth $7.2M. The position accounts for 2.9% of the portfolio, ranked #8.

Seamount Financial Group first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 4,008 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Seamount Financial Group held 9,771 shares of Invesco QQQ Trust worth $7.2M as of Q2 2026.
Seamount Financial Group bought 1,949 Invesco QQQ Trust shares in Q2 2026, an estimated $1.34M.
Invesco QQQ Trust made up 2.9% of Seamount Financial Group's portfolio in Q2 2026, its #8 holding.
Seamount Financial Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
4,008 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.