Tiller Private Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Tiller Private Wealth’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	$573K	Buy	778 +10	+1%	+$6.88K	0.18%	25
2026 Q1	$443K	Buy	768 +316	+70%	+$192K	0.16%	33
2025 Q4	$278K	Sell	452 -5	-1%	-$3.07K	0.1%	48
2025 Q3	$274K	Buy	457 +5	+1%	+$2.86K	0.1%	52
2025 Q2	$250K	Hold	452	–	–	0.1%	51
2025 Q1	$212K	Hold	452	–	–	0.09%	53
2024 Q4	$231K	Hold	452	–	–	0.1%	49
2024 Q3	$221K	Hold	452	–	–	0.09%	52
2024 Q2	$217K	Buy	+452	New	+$203K	0.1%	47

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

Tiller Private Wealth's QQQ Position: Q2 2026 in Review

Tiller Private Wealth increased its Invesco QQQ Trust (QQQ) stake by 1.3% in Q2 2026, buying an estimated $6.88K and bringing the position to 778 shares worth $573K. The position accounts for 0.18% of the portfolio, ranked #25.

Tiller Private Wealth first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Tiller Private Wealth held 778 shares of Invesco QQQ Trust worth $573K as of Q2 2026.
Tiller Private Wealth bought 10 Invesco QQQ Trust shares in Q2 2026, an estimated $6.88K.
Invesco QQQ Trust made up 0.18% of Tiller Private Wealth's portfolio in Q2 2026, its #25 holding.
Tiller Private Wealth first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.