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Squire Investment Management Company’s Invesco QQQ Trust QQQ Stock Holding History

Squire Investment Management Company’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 		$730K Sell
991
-3
-0.3% -$2.06K 0.18% 53
2026
Q1 		$574K Buy
994
+5
+0.5% +$3.04K 0.16% 50
2025
Q4 		$608K Buy
+989
New +$607K 0.18% 51
2025
Q1 		– Sell
-408
Closed -$209K – 68
2024
Q4 		$209K Buy
+408
New +$206K 0.09% 65

Other funds holding QQQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Squire Investment Management Company's QQQ Position: Q2 2026 in Review

Squire Investment Management Company reduced its Invesco QQQ Trust (QQQ) stake by 0.3% in Q2 2026, selling an estimated $2.06K and leaving 991 shares worth $730K. The position accounts for 0.18% of the portfolio, ranked #53.

Squire Investment Management Company first reported a position in QQQ in Q4 2024 and has held it in 4 quarters since. 2,663 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Squire Investment Management Company held 991 shares of Invesco QQQ Trust worth $730K as of Q2 2026.
  • Squire Investment Management Company sold 3 Invesco QQQ Trust shares in Q2 2026, an estimated $2.06K.
  • Invesco QQQ Trust made up 0.18% of Squire Investment Management Company's portfolio in Q2 2026, its #53 holding.
  • Squire Investment Management Company first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 4 quarters since.
  • 2,663 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.