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Strategic Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Strategic Investment Advisors’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 		$697K Buy
946
+78
+9% +$53.7K 0.04% 182
2026
Q1 		$501K Sell
868
-288
-25% -$175K 0.03% 218
2025
Q4 		$710K Buy
1,156
+117
+11% +$71.8K 0.06% 130
2025
Q3 		$624K Buy
1,039
+103
+11% +$59K 0.06% 142
2025
Q2 		$517K Buy
936
+21
+2% +$10.4K 0.05% 159
2025
Q1 		$429K Buy
915
+310
+51% +$158K 0.05% 180
2024
Q4 		$309K Buy
605
+152
+34% +$76.9K 0.03% 206
2024
Q3 		$221K Sell
453
-10
-2% -$4.73K 0.02% 231
2024
Q2 		$222K Buy
+463
New +$208K 0.03% 228
2024
Q1 		– Sell
-616
Closed -$252K – 252
2023
Q4 		$252K Buy
616
+42
+7% +$15.9K 0.04% 215
2023
Q3 		$206K Buy
+574
New +$213K 0.03% 229
2022
Q2 		– Sell
-601
Closed -$218K – 207
2022
Q1 		$218K Buy
+601
New +$213K 0.04% 187
2021
Q3 		– Sell
-982
Closed -$348K – 191
2021
Q2 		$348K Buy
+982
New +$330K 0.08% 171
2021
Q1 		– Sell
-1,908
Closed -$599K – 208
2020
Q4 		$599K Sell
1,908
-6,916
-78% -$2.03M 0.17% 106
2020
Q3 		$2.45M Sell
8,824
-868
-9% -$235K 0.83% 32
2020
Q2 		$2.4M Buy
+9,692
New +$2.17M 0.91% 32
2019
Q2 		– Sell
-7,891
Closed -$1.42M – 165
2019
Q1 		$1.42M Buy
7,891
+1,640
+26% +$278K 0.97% 29
2018
Q4 		$964K Buy
+6,251
New +$1.05M 0.87% 32

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Investment Advisors's QQQ Position: Q2 2026 in Review

Strategic Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 9% in Q2 2026, buying an estimated $53.7K and bringing the position to 946 shares worth $697K. The position accounts for 0.04% of the portfolio, ranked #182.

Strategic Investment Advisors first reported a position in QQQ in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.45M in Q3 2020. 4,018 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Strategic Investment Advisors held 946 shares of Invesco QQQ Trust worth $697K as of Q2 2026.
  • Strategic Investment Advisors bought 78 Invesco QQQ Trust shares in Q2 2026, an estimated $53.7K.
  • Invesco QQQ Trust made up 0.04% of Strategic Investment Advisors's portfolio in Q2 2026, its #182 holding.
  • Strategic Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 18 quarters since.
  • Strategic Investment Advisors's Invesco QQQ Trust position peaked at $2.45M in Q3 2020.
  • 4,018 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.