Trueblood Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Trueblood Wealth 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	$468K	Buy	635 +5	+0.8%	+$3.44K	0.16%	164
2026 Q1	$364K	Hold	630	–	–	0.14%	180
2025 Q4	$387K	Hold	630	–	–	0.15%	175
2025 Q3	$378K	Sell	630 -107	-15%	-$61.3K	0.15%	179
2025 Q2	$407K	Hold	737	–	–	0.17%	167
2025 Q1	$346K	Buy	737 +105	+17%	+$53.3K	0.16%	169
2024 Q4	$323K	Sell	632 -2	-0.3%	-$1.01K	0.16%	177
2024 Q3	$309K	Sell	634 -21	-3%	-$9.94K	0.16%	175
2024 Q2	$314K	Buy	655 +147	+29%	+$66.1K	0.18%	156
2024 Q1	$226K	Sell	508 -80	-14%	-$34.3K	0.13%	201
2023 Q4	$241K	Buy	+588	New	+$223K	0.15%	176

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

Trueblood Wealth Management's QQQ Position: Q2 2026 in Review

Trueblood Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 0.79% in Q2 2026, buying an estimated $3.44K and bringing the position to 635 shares worth $468K. The position accounts for 0.16% of the portfolio, ranked #164.

Trueblood Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Trueblood Wealth Management held 635 shares of Invesco QQQ Trust worth $468K as of Q2 2026.
Trueblood Wealth Management bought 5 Invesco QQQ Trust shares in Q2 2026, an estimated $3.44K.
Invesco QQQ Trust made up 0.16% of Trueblood Wealth Management's portfolio in Q2 2026, its #164 holding.
Trueblood Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.