United Advisor Group’s Invesco QQQ Trust QQQ Stock Holding History

United Advisor 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	$3.24M	Buy	4,398 +296	+7%	+$204K	0.34%	77
2026 Q1	$2.37M	Sell	4,102 -101	-2%	-$61.4K	0.29%	92
2025 Q4	$2.58M	Sell	4,203 -87	-2%	-$53.4K	0.32%	80
2025 Q3	$2.58M	Sell	4,290 -278	-6%	-$159K	0.35%	72
2025 Q2	$2.52M	Sell	4,568 -604	-12%	-$300K	0.44%	63
2025 Q1	$2.43M	Buy	5,172 +45	+0.9%	+$22.9K	0.5%	54
2024 Q4	$2.62M	Buy	5,127 +312	+6%	+$158K	0.52%	48
2024 Q3	$2.35M	Buy	4,815 +229	+5%	+$108K	0.53%	51
2024 Q2	$2.2M	Buy	4,586 +880	+24%	+$396K	0.68%	38
2024 Q1	$1.65M	Buy	+3,706	New	+$1.59M	0.62%	52

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

United Advisor Group's QQQ Position: Q2 2026 in Review

United Advisor Group increased its Invesco QQQ Trust (QQQ) stake by 7.2% in Q2 2026, buying an estimated $204K and bringing the position to 4,398 shares worth $3.24M. The position accounts for 0.34% of the portfolio, ranked #77.

United Advisor Group first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. 4,010 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

United Advisor Group held 4,398 shares of Invesco QQQ Trust worth $3.24M as of Q2 2026.
United Advisor Group bought 296 Invesco QQQ Trust shares in Q2 2026, an estimated $204K.
Invesco QQQ Trust made up 0.34% of United Advisor Group's portfolio in Q2 2026, its #77 holding.
United Advisor Group first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
4,010 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.