Tobias Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Tobias Financial 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	–	Sell	-7,271	Closed	-$4.2M	–	154
2026 Q1	$4.2M	Buy	7,271 +66	+0.9%	+$40.1K	0.58%	29
2025 Q4	$4.43M	Buy	7,205 +263	+4%	+$161K	0.63%	28
2025 Q3	$4.17M	Buy	6,942 +951	+16%	+$545K	0.63%	28
2025 Q2	$3.31M	Buy	5,991 +5,123	+590%	+$2.55M	0.57%	33
2025 Q1	$407K	Buy	868 +56	+7%	+$28.5K	0.08%	77
2024 Q4	$415K	Buy	812 +22	+3%	+$11.1K	0.08%	77
2024 Q3	$386K	Buy	790 +266	+51%	+$126K	0.08%	74
2024 Q2	$251K	Buy	524 +3	+0.6%	+$1.35K	0.05%	87
2024 Q1	$231K	Buy	521 +9	+2%	+$3.86K	0.05%	89
2023 Q4	$210K	Buy	+512	New	+$194K	0.05%	89
2020 Q1	–	Sell	-74	Closed	-$15K	–	224
2019 Q4	$15K	Buy	+74	New	+$14.8K	0.01%	167

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

Tobias Financial Advisors's QQQ Position: Q2 2026 in Review

Tobias Financial Advisors sold out of Invesco QQQ Trust (QQQ) in Q2 2026, closing a stake of 7,271 shares — an estimated $4.2M sold.

Tobias Financial Advisors first reported a position in QQQ in Q4 2019 and held it in 11 quarters. The position peaked at $4.43M in Q4 2025. 4,015 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Tobias Financial Advisors reported no remaining Invesco QQQ Trust position as of Q2 2026 after selling out during the quarter.
Tobias Financial Advisors sold 7,271 Invesco QQQ Trust shares in Q2 2026, an estimated $4.2M.
Tobias Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2019 and held it in 11 quarters.
Tobias Financial Advisors's Invesco QQQ Trust position peaked at $4.43M in Q4 2025.
4,015 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.