Summit Investment Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Summit Investment Advisory Services’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	$379K	Buy	515 +58	+13%	+$39.9K	0.1%	59
2026 Q1	$263K	Buy	457 +1	+0.2%	+$608	0.1%	66
2025 Q4	$280K	Buy	456 +82	+22%	+$50.3K	0.11%	62
2025 Q3	$225K	Buy	+374	New	+$214K	0.09%	72
2024 Q3	–	Sell	-7,880	Closed	-$3.78M	–	92
2024 Q2	$3.78M	Buy	+7,880	New	+$3.54M	4.44%	8

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

Summit Investment Advisory Services's QQQ Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Invesco QQQ Trust (QQQ) stake by 13% in Q2 2026, buying an estimated $39.9K and bringing the position to 515 shares worth $379K. The position accounts for 0.1% of the portfolio, ranked #59.

Summit Investment Advisory Services first reported a position in QQQ in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.78M in Q2 2024. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Summit Investment Advisory Services held 515 shares of Invesco QQQ Trust worth $379K as of Q2 2026.
Summit Investment Advisory Services bought 58 Invesco QQQ Trust shares in Q2 2026, an estimated $39.9K.
Invesco QQQ Trust made up 0.1% of Summit Investment Advisory Services's portfolio in Q2 2026, its #59 holding.
Summit Investment Advisory Services first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 5 quarters since.
Summit Investment Advisory Services's Invesco QQQ Trust position peaked at $3.78M in Q2 2024.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.