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Vista Investment Partners II’s Invesco QQQ Trust QQQ Stock Holding History

Vista Investment Partners II’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 		$996K Buy
1,353
+724
+115% +$498K 0.39% 70
2026
Q1 		$363K Sell
629
-920
-59% -$559K 0.16% 110
2025
Q4 		$952K Buy
+1,549
New +$951K 0.41% 65
2025
Q3 		– Sell
-1,779
Closed -$981K – 150
2025
Q2 		$981K Buy
+1,779
New +$885K 0.47% 58

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vista Investment Partners II's QQQ Position: Q2 2026 in Review

Vista Investment Partners II increased its Invesco QQQ Trust (QQQ) stake by 115% in Q2 2026, buying an estimated $498K and bringing the position to 1,353 shares worth $996K. The position accounts for 0.39% of the portfolio, ranked #70.

Vista Investment Partners II first reported a position in QQQ in Q2 2025 and has held it in 4 quarters since. 2,803 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Vista Investment Partners II held 1,353 shares of Invesco QQQ Trust worth $996K as of Q2 2026.
  • Vista Investment Partners II bought 724 Invesco QQQ Trust shares in Q2 2026, an estimated $498K.
  • Invesco QQQ Trust made up 0.39% of Vista Investment Partners II's portfolio in Q2 2026, its #70 holding.
  • Vista Investment Partners II first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 4 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.