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Viewpoint Capital Management’s Invesco QQQ Trust QQQ Stock Holding History

Viewpoint Capital 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 		$2.9M Sell
3,935
-70
-2% -$48.2K 1.48% 20
2026
Q1 		$2.31M Buy
4,005
+240
+6% +$146K 1.08% 31
2025
Q4 		$2.31M Sell
3,765
-234
-6% -$144K 1% 29
2025
Q3 		$2.4M Buy
3,999
+266
+7% +$152K 1.06% 29
2025
Q2 		$2.06M Sell
3,733
-150
-4% -$74.6K 1.01% 30
2025
Q1 		$1.82M Buy
3,883
+415
+12% +$211K 0.98% 30
2024
Q4 		$1.77M Buy
3,468
+940
+37% +$475K 0.93% 29
2024
Q3 		$1.23M Buy
2,528
+453
+22% +$214K 0.69% 38
2024
Q2 		$994K Hold
2,075
– – 0.61% 42
2024
Q1 		$921K Sell
2,075
-437
-17% -$187K 0.59% 41
2023
Q4 		$1.03M Buy
2,512
+937
+59% +$356K 0.72% 37
2023
Q3 		$564K Buy
1,575
+32
+2% +$11.9K 0.45% 49
2023
Q2 		$570K Buy
1,543
+190
+14% +$64K 0.44% 50
2023
Q1 		$434K Hold
1,353
– – 0.39% 54
2022
Q4 		$360K Sell
1,353
-50
-4% -$13.8K 0.35% 61
2022
Q3 		$375K Hold
1,403
– – 0.37% 57
2022
Q2 		$393K Buy
1,403
+12
+0.9% +$3.72K 0.37% 58
2022
Q1 		$504K Hold
1,391
– – 0.39% 56
2021
Q4 		$553K Buy
+1,391
New +$537K 0.4% 56

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Viewpoint Capital Management's QQQ Position: Q2 2026 in Review

Viewpoint Capital Management reduced its Invesco QQQ Trust (QQQ) stake by 1.7% in Q2 2026, selling an estimated $48.2K and leaving 3,935 shares worth $2.9M. The position accounts for 1.48% of the portfolio, ranked #20.

Viewpoint Capital Management first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. 4,016 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Viewpoint Capital Management held 3,935 shares of Invesco QQQ Trust worth $2.9M as of Q2 2026.
  • Viewpoint Capital Management sold 70 Invesco QQQ Trust shares in Q2 2026, an estimated $48.2K.
  • Invesco QQQ Trust made up 1.48% of Viewpoint Capital Management's portfolio in Q2 2026, its #20 holding.
  • Viewpoint Capital Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • 4,016 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.