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Wealth Architects’s Invesco QQQ Trust QQQ Stock Holding History

Wealth Architects’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 		$2.14M Buy
2,902
+385
+15% +$265K 0.17% 73
2026
Q1 		$1.45M Buy
2,517
+69
+3% +$41.9K 0.13% 77
2025
Q4 		$1.5M Buy
2,448
+1
+0% +$614 0.14% 77
2025
Q3 		$1.47M Hold
2,447
– – 0.14% 76
2025
Q2 		$1.35M Buy
2,447
+12
+0.5% +$5.97K 0.14% 78
2025
Q1 		$1.14M Buy
2,435
+19
+0.8% +$9.65K 0.13% 83
2024
Q4 		$1.23M Buy
2,416
+38
+2% +$19.2K 0.14% 72
2024
Q3 		$1.16M Sell
2,378
-182
-7% -$86.1K 0.13% 76
2024
Q2 		$1.23M Sell
2,560
-209
-8% -$94K 0.15% 68
2024
Q1 		$1.23M Buy
2,769
+76
+3% +$32.6K 0.16% 67
2023
Q4 		$1.1M Sell
2,693
-25
-0.9% -$9.49K 0.15% 66
2023
Q3 		$974K Sell
2,718
-1
-0% -$371 0.17% 68
2023
Q2 		$1M Buy
2,719
+180
+7% +$60.6K 0.17% 66
2023
Q1 		$815K Buy
2,539
+3
+0.1% +$885 0.14% 70
2022
Q4 		$675K Buy
2,536
+3
+0.1% +$830 0.13% 76
2022
Q3 		$677K Buy
2,533
+2
+0.1% +$604 0.14% 68
2022
Q2 		$709K Sell
2,531
-584
-19% -$181K 0.14% 68
2022
Q1 		$1.13M Buy
3,115
+1,703
+121% +$605K 0.19% 51
2021
Q4 		$562K Hold
1,412
– – 0.1% 97
2021
Q3 		$505K Sell
1,412
-283
-17% -$104K 0.1% 99
2021
Q2 		$601K Buy
1,695
+853
+101% +$287K 0.12% 77
2021
Q1 		$269K Hold
842
– – 0.06% 130
2020
Q4 		$264K Buy
+842
New +$247K 0.06% 125
2020
Q2 		– Sell
-6,964
Closed -$1.33M – 149
2020
Q1 		$1.33M Buy
6,964
+6,000
+622% +$1.27M 0.46% 28
2019
Q4 		$205K Buy
+964
New +$193K 0.06% 132
2016
Q1 		– Sell
-5,056
Closed -$566K – 121
2015
Q4 		$566K Sell
5,056
-5,735
-53% -$640K 0.28% 49
2015
Q3 		$1.1M Buy
+10,791
New +$1.16M 0.59% 22

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

Wealth Architects's QQQ Position: Q2 2026 in Review

Wealth Architects increased its Invesco QQQ Trust (QQQ) stake by 15% in Q2 2026, buying an estimated $265K and bringing the position to 2,902 shares worth $2.14M. The position accounts for 0.17% of the portfolio, ranked #73.

Wealth Architects first reported a position in QQQ in Q3 2015 and has held it in 27 quarters since. 4,001 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Wealth Architects held 2,902 shares of Invesco QQQ Trust worth $2.14M as of Q2 2026.
  • Wealth Architects bought 385 Invesco QQQ Trust shares in Q2 2026, an estimated $265K.
  • Invesco QQQ Trust made up 0.17% of Wealth Architects's portfolio in Q2 2026, its #73 holding.
  • Wealth Architects first reported a position in Invesco QQQ Trust in Q3 2015 and has held it in 27 quarters since.
  • 4,001 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.