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Second Half Financial Partners’s Invesco QQQ Trust QQQ Stock Holding History

Second Half Financial Partners’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 		$5.44M Buy
7,386
+485
+7% +$334K 2.23% 8
2026
Q1 		$3.98M Buy
6,901
+41
+0.6% +$24.9K 1.79% 8
2025
Q4 		$4.21M Buy
6,860
+7
+0.1% +$4.29K 1.87% 8
2025
Q3 		$4.11M Buy
6,853
+132
+2% +$75.6K 1.81% 8
2025
Q2 		$3.71M Buy
6,721
+573
+9% +$285K 1.75% 8
2025
Q1 		$2.88M Sell
6,148
-43
-0.7% -$21.8K 1.43% 11
2024
Q4 		$3.17M Sell
6,191
-13
-0.2% -$6.58K 1.55% 14
2024
Q3 		$3.03M Buy
+6,204
New +$2.94M 1.6% 22
2024
Q2 		– Sell
-6,482
Closed -$2.88M – 62
2024
Q1 		$2.88M Sell
6,482
-2,046
-24% -$877K 1.28% 30
2023
Q4 		$3.49M Sell
8,528
-109
-1% -$41.4K 1.72% 16
2023
Q3 		$3.09M Sell
8,637
-21,513
-71% -$7.98M 1.54% 14
2023
Q2 		$11.1M Buy
30,150
+20,953
+228% +$7.05M 2.54% 4
2023
Q1 		$2.95M Sell
9,197
-1,805
-16% -$533K 1.75% 13
2022
Q4 		$3.24M Sell
11,002
-2,284
-17% -$632K 2.11% 16
2022
Q3 		$3.55M Buy
13,286
+2,036
+18% +$614K 4.42% 7
2022
Q2 		$3.59M Hold
11,250
– – 2.76% 21
2022
Q1 		$3.59M Buy
+11,250
New +$4M 2.76% 21

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

Second Half Financial Partners's QQQ Position: Q2 2026 in Review

Second Half Financial Partners increased its Invesco QQQ Trust (QQQ) stake by 7% in Q2 2026, buying an estimated $334K and bringing the position to 7,386 shares worth $5.44M. The position accounts for 2.23% of the portfolio, ranked #8.

Second Half Financial Partners first reported a position in QQQ in Q1 2022 and has held it in 17 quarters since. The position peaked at $11.1M in Q2 2023. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Second Half Financial Partners held 7,386 shares of Invesco QQQ Trust worth $5.44M as of Q2 2026.
  • Second Half Financial Partners bought 485 Invesco QQQ Trust shares in Q2 2026, an estimated $334K.
  • Invesco QQQ Trust made up 2.23% of Second Half Financial Partners's portfolio in Q2 2026, its #8 holding.
  • Second Half Financial Partners first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 17 quarters since.
  • Second Half Financial Partners's Invesco QQQ Trust position peaked at $11.1M in Q2 2023.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.