Sharp Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

Sharp Financial Services’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	$7.9M	Buy	10,721 +9,369	+693%	+$6.45M	3.66%	6
2026 Q1	$780K	Sell	1,352 -11,070	-89%	-$6.73M	0.39%	30
2025 Q4	$7.63M	Buy	12,422 +939	+8%	+$576K	3.84%	8
2025 Q3	$6.89M	Sell	11,483 -32,291	-74%	-$18.5M	3.75%	8
2025 Q2	$24.1M	Buy	43,774 +42,799	+4,390%	+$21.3M	15.57%	3
2025 Q1	$457K	Buy	975 +247	+34%	+$125K	0.35%	40
2024 Q4	$372K	Sell	728 -9,601	-93%	-$4.86M	0.28%	53
2024 Q3	$5.04M	Buy	10,329 +551	+6%	+$261K	3.89%	10
2024 Q2	$4.68M	Buy	9,778 +663	+7%	+$298K	4.02%	6
2024 Q1	$4.05M	Buy	9,115 +760	+9%	+$326K	3.76%	10
2023 Q4	$3.42M	Buy	+8,355	New	+$3.17M	3.71%	5

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

Sharp Financial Services's QQQ Position: Q2 2026 in Review

Sharp Financial Services increased its Invesco QQQ Trust (QQQ) stake by 693% in Q2 2026, buying an estimated $6.45M and bringing the position to 10,721 shares worth $7.9M. The position accounts for 3.66% of the portfolio, ranked #6.

Sharp Financial Services first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.1M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Sharp Financial Services held 10,721 shares of Invesco QQQ Trust worth $7.9M as of Q2 2026.
Sharp Financial Services bought 9,369 Invesco QQQ Trust shares in Q2 2026, an estimated $6.45M.
Invesco QQQ Trust made up 3.66% of Sharp Financial Services's portfolio in Q2 2026, its #6 holding.
Sharp Financial Services first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's Invesco QQQ Trust position peaked at $24.1M in Q2 2025.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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