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Tenon Financial’s Invesco QQQ Trust QQQ Stock Holding History

Tenon Financial’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 		$836K Buy
1,136
+7
+0.6% +$4.82K 0.27% 27
2026
Q1 		$651K Buy
1,129
+324
+40% +$197K 0.26% 24
2025
Q4 		$494K Buy
805
+17
+2% +$10.4K 0.21% 29
2025
Q3 		$473K Buy
788
+1
+0.1% +$573 0.24% 27
2025
Q2 		$434K Buy
787
+1
+0.1% +$497 0.19% 29
2025
Q1 		$368K Hold
786
– – 0.23% 31
2024
Q4 		$401K Buy
786
+24
+3% +$12.1K 0.26% 29
2024
Q3 		$372K Sell
762
-29
-4% -$13.7K 0.25% 29
2024
Q2 		$379K Buy
791
+31
+4% +$13.9K 0.3% 26
2024
Q1 		$338K Buy
+760
New +$326K 0.28% 25

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

Tenon Financial's QQQ Position: Q2 2026 in Review

Tenon Financial increased its Invesco QQQ Trust (QQQ) stake by 0.62% in Q2 2026, buying an estimated $4.82K and bringing the position to 1,136 shares worth $836K. The position accounts for 0.27% of the portfolio, ranked #27.

Tenon Financial first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Tenon Financial held 1,136 shares of Invesco QQQ Trust worth $836K as of Q2 2026.
  • Tenon Financial bought 7 Invesco QQQ Trust shares in Q2 2026, an estimated $4.82K.
  • Invesco QQQ Trust made up 0.27% of Tenon Financial's portfolio in Q2 2026, its #27 holding.
  • Tenon Financial first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Tenon Financial's 13F filing for Q2 2026, filed 24 Jul 2026.