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Successful Portfolios’s Invesco QQQ Trust QQQ Stock Holding History

Successful Portfolios’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 		$678K Buy
936
+161
+21% +$111K 0.32% 65
2026
Q1 		$440K Buy
775
+45
+6% +$27.3K 0.24% 87
2025
Q4 		$457K Sell
730
-8
-1% -$4.91K 0.23% 92
2025
Q3 		$443K Buy
738
+70
+10% +$40.1K 0.26% 80
2025
Q2 		$368K Buy
668
+120
+22% +$59.7K 0.23% 92
2025
Q1 		$257K Sell
548
-20
-4% -$10.2K 0.17% 126
2024
Q4 		$290K Sell
568
-4
-0.7% -$2.02K 0.19% 104
2024
Q3 		$279K Sell
572
-200
-26% -$94.6K 0.19% 110
2024
Q2 		$370K Hold
772
– – 0.26% 82
2024
Q1 		$343K Sell
772
-1
-0.1% -$429 0.23% 100
2023
Q4 		$317K Sell
773
-100
-11% -$38K 0.24% 97
2023
Q3 		$313K Buy
873
+7
+0.8% +$2.6K 0.28% 89
2023
Q2 		$320K Sell
866
-50
-5% -$16.8K 0.28% 84
2023
Q1 		$294K Hold
916
– – 0.18% 136
2022
Q4 		$244K Hold
916
– – 0.16% 154
2022
Q3 		$245K Hold
916
– – 0.18% 150
2022
Q2 		$257K Buy
916
+53
+6% +$16.4K 0.17% 147
2022
Q1 		$313K Buy
863
+305
+55% +$108K 0.18% 144
2021
Q4 		$222K Buy
+558
New +$215K 0.12% 191
2020
Q2 		– Sell
-4,951
Closed -$943K – 168
2020
Q1 		$943K Sell
4,951
-542
-10% -$115K 0.95% 24
2019
Q4 		$1.17M Sell
5,493
-50
-0.9% -$10K 1.04% 22
2019
Q3 		$1.05M Buy
+5,543
New +$1.05M 0.98% 24

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

Successful Portfolios's QQQ Position: Q2 2026 in Review

Successful Portfolios increased its Invesco QQQ Trust (QQQ) stake by 21% in Q2 2026, buying an estimated $111K and bringing the position to 936 shares worth $678K. The position accounts for 0.32% of the portfolio, ranked #65.

Successful Portfolios first reported a position in QQQ in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.17M in Q4 2019. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Successful Portfolios held 936 shares of Invesco QQQ Trust worth $678K as of Q2 2026.
  • Successful Portfolios bought 161 Invesco QQQ Trust shares in Q2 2026, an estimated $111K.
  • Invesco QQQ Trust made up 0.32% of Successful Portfolios's portfolio in Q2 2026, its #65 holding.
  • Successful Portfolios first reported a position in Invesco QQQ Trust in Q3 2019 and has held it in 22 quarters since.
  • Successful Portfolios's Invesco QQQ Trust position peaked at $1.17M in Q4 2019.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.