TritonPoint Wealth’s Invesco QQQ Trust QQQ Stock Holding History

TritonPoint 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	$3.05M	Buy	4,141 +97	+2%	+$66.7K	0.3%	79
2026 Q1	$2.33M	Sell	4,044 -110	-3%	-$66.8K	0.25%	87
2025 Q4	$2.55M	Sell	4,154 -1,223	-23%	-$750K	0.26%	88
2025 Q3	$3.23M	Buy	5,377 +47	+0.9%	+$26.9K	0.28%	88
2025 Q2	$2.94M	Sell	5,330 -49	-0.9%	-$24.4K	0.27%	91
2025 Q1	$2.53M	Buy	5,379 +264	+5%	+$134K	0.24%	101
2024 Q4	$2.61M	Sell	5,115 -11	-0.2%	-$5.56K	0.24%	101
2024 Q3	$2.5M	Buy	5,126 +14	+0.3%	+$6.63K	0.23%	102
2024 Q2	$2.45M	Buy	5,112 +97	+2%	+$43.6K	0.24%	97
2024 Q1	$2.05M	Hold	5,015	–	–	0.21%	103
2023 Q4	$2.05M	Buy	+5,015	New	+$1.9M	0.2%	106

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

TritonPoint Wealth's QQQ Position: Q2 2026 in Review

TritonPoint Wealth increased its Invesco QQQ Trust (QQQ) stake by 2.4% in Q2 2026, buying an estimated $66.7K and bringing the position to 4,141 shares worth $3.05M. The position accounts for 0.3% of the portfolio, ranked #79.

TritonPoint Wealth first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.23M in Q3 2025. 4,016 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

TritonPoint Wealth held 4,141 shares of Invesco QQQ Trust worth $3.05M as of Q2 2026.
TritonPoint Wealth bought 97 Invesco QQQ Trust shares in Q2 2026, an estimated $66.7K.
Invesco QQQ Trust made up 0.3% of TritonPoint Wealth's portfolio in Q2 2026, its #79 holding.
TritonPoint Wealth first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Invesco QQQ Trust position peaked at $3.23M in Q3 2025.
4,016 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.