Three Bridge Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Three Bridge Wealth 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	$26.6M	Buy	36,023 +327	+0.9%	+$225K	6.65%	4
2026 Q1	$20.6M	Buy	35,696 +916	+3%	+$556K	5.66%	5
2025 Q4	$21.4M	Buy	34,780 +1,029	+3%	+$631K	5.63%	5
2025 Q3	$20.3M	Buy	33,751 +4,494	+15%	+$2.57M	5.23%	6
2025 Q2	$16.2M	Buy	29,257 +7,648	+35%	+$3.8M	4.26%	6
2025 Q1	$10.1M	Buy	21,609 +241	+1%	+$122K	3.53%	9
2024 Q4	$10.9M	Buy	21,368 +2,951	+16%	+$1.49M	3.82%	7
2024 Q3	$9M	Buy	18,417 +3,147	+21%	+$1.49M	3.32%	8
2024 Q2	$7.33M	Buy	15,270 +2,372	+18%	+$1.07M	2.9%	9
2024 Q1	$5.73M	Buy	12,898 +2,424	+23%	+$1.04M	2.26%	14
2023 Q4	$4.29M	Buy	10,474 +1,501	+17%	+$570K	1.48%	18
2023 Q3	$3.22M	Buy	8,973 +591	+7%	+$219K	1.34%	17
2023 Q2	$3.1M	Buy	8,382 +1,326	+19%	+$446K	1.31%	18
2023 Q1	$2.27M	Buy	7,056 +811	+13%	+$239K	1.05%	21
2022 Q4	$1.66M	Buy	6,245 +266	+4%	+$73.6K	0.89%	23
2022 Q3	$1.6M	Buy	5,979 +1	+0%	+$302	0.81%	23
2022 Q2	$1.68M	Sell	5,978 -6,754	-53%	-$2.1M	0.82%	23
2022 Q1	$4.62M	Buy	+12,732	New	+$4.52M	1.29%	11

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

Three Bridge Wealth Advisors's QQQ Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.92% in Q2 2026, buying an estimated $225K and bringing the position to 36,023 shares worth $26.6M. The position accounts for 6.65% of the portfolio, ranked #4.

Three Bridge Wealth Advisors first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Three Bridge Wealth Advisors held 36,023 shares of Invesco QQQ Trust worth $26.6M as of Q2 2026.
Three Bridge Wealth Advisors bought 327 Invesco QQQ Trust shares in Q2 2026, an estimated $225K.
Invesco QQQ Trust made up 6.65% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Three Bridge Wealth Advisors first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.