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TIAA Wealth Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

TIAA Wealth Investment Management’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 		$1.7M Buy
2,333
+382
+20% +$263K 0.01% 157
2026
Q1 		$1.11M Buy
+1,951
New +$1.19M 0.01% 164

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Wealth Investment Management's QQQ Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its Invesco QQQ Trust (QQQ) stake by 20% in Q2 2026, buying an estimated $263K and bringing the position to 2,333 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #157.

TIAA Wealth Investment Management first reported a position in QQQ in Q1 2026 and has held it in 2 quarters since. 3,859 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • TIAA Wealth Investment Management held 2,333 shares of Invesco QQQ Trust worth $1.7M as of Q2 2026.
  • TIAA Wealth Investment Management bought 382 Invesco QQQ Trust shares in Q2 2026, an estimated $263K.
  • Invesco QQQ Trust made up 0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #157 holding.
  • TIAA Wealth Investment Management first reported a position in Invesco QQQ Trust in Q1 2026 and has held it in 2 quarters since.
  • 3,859 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.