Stokes Family Office’s Invesco QQQ Trust QQQ Stock Holding History

Stokes Family Office’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	$569K	Sell	773 -13	-2%	-$8.94K	0.07%	180
2026 Q1	$454K	Buy	786 +21	+3%	+$12.8K	0.05%	195
2025 Q4	$470K	Buy	765 +383	+100%	+$235K	0.04%	201
2025 Q3	$229K	Buy	+382	New	+$219K	0.02%	245

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

Stokes Family Office's QQQ Position: Q2 2026 in Review

Stokes Family Office reduced its Invesco QQQ Trust (QQQ) stake by 1.7% in Q2 2026, selling an estimated $8.94K and leaving 773 shares worth $569K. The position accounts for 0.07% of the portfolio, ranked #180.

Stokes Family Office first reported a position in QQQ in Q3 2025 and has held it in 4 quarters since. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Stokes Family Office held 773 shares of Invesco QQQ Trust worth $569K as of Q2 2026.
Stokes Family Office sold 13 Invesco QQQ Trust shares in Q2 2026, an estimated $8.94K.
Invesco QQQ Trust made up 0.07% of Stokes Family Office's portfolio in Q2 2026, its #180 holding.
Stokes Family Office first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 4 quarters since.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.