Sensible Money’s Invesco QQQ Trust QQQ Stock Holding History

Sensible Money’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	$584K	Buy	793 +21	+3%	+$14.4K	0.15%	42
2026 Q1	$446K	Hold	772	–	–	0.14%	49
2025 Q4	$474K	Sell	772 -14	-2%	-$8.59K	0.15%	46
2025 Q3	$472K	Buy	786 +13	+2%	+$7.44K	0.16%	45
2025 Q2	$426K	Sell	773 -438	-36%	-$218K	0.16%	48
2025 Q1	$568K	Hold	1,211	–	–	0.24%	33
2024 Q4	$619K	Buy	1,211 +175	+17%	+$88.5K	0.27%	32
2024 Q3	$506K	Buy	1,036 +69	+7%	+$32.7K	0.22%	38
2024 Q2	$463K	Hold	967	–	–	0.23%	38
2024 Q1	$429K	Hold	967	–	–	0.23%	42
2023 Q4	$396K	Hold	967	–	–	0.24%	39
2023 Q3	$346K	Hold	967	–	–	0.24%	42
2023 Q2	$357K	Sell	967 -25	-3%	-$8.42K	0.26%	43
2023 Q1	$318K	Hold	992	–	–	0.27%	47
2022 Q4	$264K	Buy	+992	New	+$274K	0.28%	51

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

Sensible Money's QQQ Position: Q2 2026 in Review

Sensible Money increased its Invesco QQQ Trust (QQQ) stake by 2.7% in Q2 2026, buying an estimated $14.4K and bringing the position to 793 shares worth $584K. The position accounts for 0.15% of the portfolio, ranked #42.

Sensible Money first reported a position in QQQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $619K in Q4 2024. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Sensible Money held 793 shares of Invesco QQQ Trust worth $584K as of Q2 2026.
Sensible Money bought 21 Invesco QQQ Trust shares in Q2 2026, an estimated $14.4K.
Invesco QQQ Trust made up 0.15% of Sensible Money's portfolio in Q2 2026, its #42 holding.
Sensible Money first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 15 quarters since.
Sensible Money's Invesco QQQ Trust position peaked at $619K in Q4 2024.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.