Teamwork Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Teamwork Financial 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	$1.48M	Buy	2,004 +6	+0.3%	+$4.13K	0.13%	96
2026 Q1	$1.15M	Sell	1,998 -113	-5%	-$68.6K	0.12%	99
2025 Q4	$1.3M	Sell	2,111 -307	-13%	-$188K	0.13%	93
2025 Q3	$1.45M	Buy	2,418 +264	+12%	+$151K	0.15%	91
2025 Q2	$1.19M	Sell	2,154 -14	-0.6%	-$6.96K	0.14%	96
2025 Q1	$1.02M	Buy	2,168 +1,222	+129%	+$621K	0.14%	86
2024 Q4	$484K	Sell	946 -55	-5%	-$27.8K	0.06%	110
2024 Q3	$489K	Sell	1,001 -959	-49%	-$454K	0.07%	104
2024 Q2	$939K	Sell	1,960 -448	-19%	-$201K	0.14%	74
2024 Q1	$1.07M	Sell	2,408 -274	-10%	-$117K	0.16%	73
2023 Q4	$1.1M	Sell	2,682 -2,275	-46%	-$864K	0.19%	63
2023 Q3	$1.78M	Sell	4,957 -2,272	-31%	-$843K	0.29%	57
2023 Q2	$2.67M	Buy	7,229 +3,035	+72%	+$1.02M	0.43%	42
2023 Q1	$1.35M	Buy	4,194 +800	+24%	+$236K	0.25%	68
2022 Q4	$904K	Sell	3,394 -6,037	-64%	-$1.67M	0.18%	86
2022 Q3	$2.52M	Buy	9,431 +4,878	+107%	+$1.47M	0.54%	37
2022 Q2	$1.28M	Buy	+4,553	New	+$1.41M	0.28%	70

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

Teamwork Financial Advisors's QQQ Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.3% in Q2 2026, buying an estimated $4.13K and bringing the position to 2,004 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #96.

Teamwork Financial Advisors first reported a position in QQQ in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.67M in Q2 2023. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Teamwork Financial Advisors held 2,004 shares of Invesco QQQ Trust worth $1.48M as of Q2 2026.
Teamwork Financial Advisors bought 6 Invesco QQQ Trust shares in Q2 2026, an estimated $4.13K.
Invesco QQQ Trust made up 0.13% of Teamwork Financial Advisors's portfolio in Q2 2026, its #96 holding.
Teamwork Financial Advisors first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 17 quarters since.
Teamwork Financial Advisors's Invesco QQQ Trust position peaked at $2.67M in Q2 2023.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.