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Tempus Wealth Planning’s Invesco QQQ Trust QQQ Stock Holding History

Tempus Wealth Planning’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 		$11.7M Buy
15,926
+1,685
+12% +$1.16M 2.29% 5
2026
Q1 		$8.22M Sell
14,241
-207
-1% -$126K 1.89% 7
2025
Q4 		$8.88M Sell
14,448
-140
-1% -$85.9K 2.03% 9
2025
Q3 		$8.76M Sell
14,588
-1,873
-11% -$1.07M 2.01% 8
2025
Q2 		$9.08M Buy
16,461
+2,507
+18% +$1.25M 2.26% 6
2025
Q1 		$6.54M Buy
13,954
+32
+0.2% +$16.3K 1.95% 7
2024
Q4 		$7.12M Buy
13,922
+5,110
+58% +$2.58M 2.17% 5
2024
Q3 		$4.3M Buy
8,812
+1,174
+15% +$556K 1.58% 13
2024
Q2 		$3.66M Buy
7,638
+19
+0.2% +$8.54K 1.53% 13
2024
Q1 		$3.38M Buy
7,619
+343
+5% +$147K 1.49% 12
2023
Q4 		$2.98M Sell
7,276
-424
-6% -$161K 1.31% 14
2023
Q3 		$2.76M Buy
7,700
+237
+3% +$87.9K 1.38% 13
2023
Q2 		$2.76M Sell
7,463
-188
-2% -$63.3K 1.24% 14
2023
Q1 		$2.46M Sell
7,651
-51
-0.7% -$15K 1.2% 14
2022
Q4 		$2.05M Sell
7,702
-1,606
-17% -$444K 1.25% 15
2022
Q3 		$2.49M Buy
9,308
+869
+10% +$262K 1.66% 9
2022
Q2 		$2.37M Buy
8,439
+3
+0% +$931 1.94% 8
2022
Q1 		$3.06M Sell
8,436
-269
-3% -$95.5K 2.17% 6
2021
Q4 		$3.46M Sell
8,705
-69
-0.8% -$26.6K 1.87% 9
2021
Q3 		$3.14M Buy
8,774
+925
+12% +$341K 1.78% 9
2021
Q2 		$2.78M Buy
7,849
+3,203
+69% +$1.08M 1.85% 9
2021
Q1 		$1.48M Buy
4,646
+863
+23% +$276K 1.57% 18
2020
Q4 		$1.19M Buy
3,783
+27
+0.7% +$7.93K 1.53% 11
2020
Q3 		$1.04M Buy
3,756
+119
+3% +$32.3K 1.51% 12
2020
Q2 		$901K Sell
3,637
-324
-8% -$72.6K 1.34% 13
2020
Q1 		$754K Buy
3,961
+211
+6% +$44.7K 1.24% 15
2019
Q4 		$797K Buy
+3,750
New +$751K 0.7% 22

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

Tempus Wealth Planning's QQQ Position: Q2 2026 in Review

Tempus Wealth Planning increased its Invesco QQQ Trust (QQQ) stake by 12% in Q2 2026, buying an estimated $1.16M and bringing the position to 15,926 shares worth $11.7M. The position accounts for 2.29% of the portfolio, ranked #5.

Tempus Wealth Planning first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Tempus Wealth Planning held 15,926 shares of Invesco QQQ Trust worth $11.7M as of Q2 2026.
  • Tempus Wealth Planning bought 1,685 Invesco QQQ Trust shares in Q2 2026, an estimated $1.16M.
  • Invesco QQQ Trust made up 2.29% of Tempus Wealth Planning's portfolio in Q2 2026, its #5 holding.
  • Tempus Wealth Planning first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.