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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DCPAL

Div Capital Phoenix Assets Ltd Georgetown $583M AUM

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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. 792 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.
792 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.