Turning Point Benefit Group’s Invesco QQQ Trust QQQ Stock Holding History

Turning Point Benefit Group’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	$292K	Sell	401 -480	-54%	-$330K	0.13%	92
2026 Q1	$396K	Buy	881 +379	+75%	+$230K	0.25%	66
2025 Q4	$308K	Sell	502 -11	-2%	-$6.75K	0.16%	73
2025 Q3	$309K	Sell	513 -377	-42%	-$216K	0.19%	73
2025 Q2	$491K	Sell	890 -329	-27%	-$164K	0.37%	48
2025 Q1	$516K	Sell	1,219 -866	-42%	-$440K	0.48%	28
2024 Q4	$1.07M	Buy	+2,085	New	+$1.05M	1.01%	13

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

Turning Point Benefit Group's QQQ Position: Q2 2026 in Review

Turning Point Benefit Group reduced its Invesco QQQ Trust (QQQ) stake by 54% in Q2 2026, selling an estimated $330K and leaving 401 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #92.

Turning Point Benefit Group first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2024. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Turning Point Benefit Group held 401 shares of Invesco QQQ Trust worth $292K as of Q2 2026.
Turning Point Benefit Group sold 480 Invesco QQQ Trust shares in Q2 2026, an estimated $330K.
Invesco QQQ Trust made up 0.13% of Turning Point Benefit Group's portfolio in Q2 2026, its #92 holding.
Turning Point Benefit Group first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
Turning Point Benefit Group's Invesco QQQ Trust position peaked at $1.07M in Q4 2024.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.