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Virginia Estate & Retirement Planning Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$6.22M Buy
8,470
+8,194
+2,969% +$5.64M 7.5% 5
2026
Q1 		$159K Buy
+276
New +$168K 0.28% 13

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

Virginia Estate & Retirement Planning Advisors's QQQ Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its Invesco QQQ Trust (QQQ) stake by 2,969% in Q2 2026, buying an estimated $5.64M and bringing the position to 8,470 shares worth $6.22M. The position accounts for 7.5% of the portfolio, ranked #5.

Virginia Estate & Retirement Planning Advisors first reported a position in QQQ in Q1 2026 and has held it in 2 quarters since. 3,957 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 8,470 shares of Invesco QQQ Trust worth $6.22M as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 8,194 Invesco QQQ Trust shares in Q2 2026, an estimated $5.64M.
  • Invesco QQQ Trust made up 7.5% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #5 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Invesco QQQ Trust in Q1 2026 and has held it in 2 quarters since.
  • 3,957 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.