SM
QQQ icon

Sweeney & Michel’s Invesco QQQ Trust QQQ Stock Holding History

Sweeney & Michel’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 		$1.04M Buy
1,441
+18
+1% +$12.4K 0.27% 58
2026
Q1 		$879K Buy
1,423
+4
+0.3% +$2.43K 0.26% 65
2025
Q4 		$870K Buy
1,419
+50
+4% +$30.7K 0.26% 66
2025
Q3 		$807K Buy
1,369
+1
+0.1% +$573 0.27% 60
2025
Q2 		$758K Buy
1,368
+723
+112% +$360K 0.27% 63
2025
Q1 		$268K Buy
+645
New +$328K 0.12% 102
2024
Q3 		$285K Buy
577
+2
+0.3% +$946 0.11% 100
2024
Q2 		$286K Buy
575
+22
+4% +$9.89K 0.12% 96
2024
Q1 		$247K Buy
+553
New +$237K 0.11% 100

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

Sweeney & Michel's QQQ Position: Q2 2026 in Review

Sweeney & Michel increased its Invesco QQQ Trust (QQQ) stake by 1.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,441 shares worth $1.04M. The position accounts for 0.27% of the portfolio, ranked #58.

Sweeney & Michel first reported a position in QQQ in Q1 2024 and has held it in 9 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Sweeney & Michel held 1,441 shares of Invesco QQQ Trust worth $1.04M as of Q2 2026.
  • Sweeney & Michel bought 18 Invesco QQQ Trust shares in Q2 2026, an estimated $12.4K.
  • Invesco QQQ Trust made up 0.27% of Sweeney & Michel's portfolio in Q2 2026, its #58 holding.
  • Sweeney & Michel first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 9 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.