Sulzberger Capital Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Sulzberger Capital 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	$1.52M	Sell	2,065 -75	-4%	-$51.6K	1.48%	20
2026 Q1	$1.24M	Sell	2,140 -78	-4%	-$47.4K	1.26%	21
2025 Q4	$1.36M	Hold	2,218	–	–	1.38%	20
2025 Q3	$1.33M	Hold	2,218	–	–	1.49%	18
2025 Q2	$1.22M	Sell	2,218 -150	-6%	-$74.6K	1.43%	17
2025 Q1	$1.11M	Sell	2,368 -1,310	-36%	-$666K	1.46%	17
2024 Q4	$1.88M	Buy	+3,678	New	+$1.86M	2.13%	14

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

Sulzberger Capital Advisors's QQQ Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its Invesco QQQ Trust (QQQ) stake by 3.5% in Q2 2026, selling an estimated $51.6K and leaving 2,065 shares worth $1.52M. The position accounts for 1.48% of the portfolio, ranked #20.

Sulzberger Capital Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q4 2024. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Sulzberger Capital Advisors held 2,065 shares of Invesco QQQ Trust worth $1.52M as of Q2 2026.
Sulzberger Capital Advisors sold 75 Invesco QQQ Trust shares in Q2 2026, an estimated $51.6K.
Invesco QQQ Trust made up 1.48% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #20 holding.
Sulzberger Capital Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
Sulzberger Capital Advisors's Invesco QQQ Trust position peaked at $1.88M in Q4 2024.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.