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SJS Investment Consulting’s Invesco QQQ Trust QQQ Stock Holding History

SJS Investment Consulting’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 		$888K Sell
1,206
-29
-2% -$20K 0.1% 60
2026
Q1 		$713K Buy
1,235
+218
+21% +$132K 0.09% 61
2025
Q4 		$625K Buy
1,017
+17
+2% +$10.4K 0.08% 63
2025
Q3 		$601K Buy
1,000
+718
+255% +$411K 0.08% 65
2025
Q2 		$156K Buy
282
+25
+10% +$12.4K 0.02% 112
2025
Q1 		$121K Buy
257
+27
+12% +$13.7K 0.02% 126
2024
Q4 		$118K Sell
230
-81
-26% -$41K 0.02% 123
2024
Q3 		$152K Buy
311
+38
+14% +$18K 0.03% 111
2024
Q2 		$131K Hold
273
– – 0.03% 113
2024
Q1 		$121K Sell
273
-100
-27% -$42.9K 0.02% 118
2023
Q4 		$153K Hold
373
– – 0.03% 94
2023
Q3 		$133K Buy
373
+161
+76% +$59.7K 0.03% 92
2023
Q2 		$78.4K Hold
212
– – 0.02% 127
2023
Q1 		$68.1K Hold
212
– – 0.02% 130
2022
Q4 		$56.5K Sell
212
-63
-23% -$17.4K 0.02% 148
2022
Q3 		$74K Buy
+275
New +$83K 0.03% 129
2022
Q1 		$100K Hold
275
– – 0.03% 131
2021
Q4 		$109K Buy
+275
New +$106K 0.03% 122

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SJS Investment Consulting's QQQ Position: Q2 2026 in Review

SJS Investment Consulting reduced its Invesco QQQ Trust (QQQ) stake by 2.3% in Q2 2026, selling an estimated $20K and leaving 1,206 shares worth $888K. The position accounts for 0.1% of the portfolio, ranked #60.

SJS Investment Consulting first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. 1,761 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • SJS Investment Consulting held 1,206 shares of Invesco QQQ Trust worth $888K as of Q2 2026.
  • SJS Investment Consulting sold 29 Invesco QQQ Trust shares in Q2 2026, an estimated $20K.
  • Invesco QQQ Trust made up 0.1% of SJS Investment Consulting's portfolio in Q2 2026, its #60 holding.
  • SJS Investment Consulting first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.