White Knight Strategic Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

White Knight Strategic Wealth 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	$212K	Buy	+288	New	+$198K	0.15%	86
2025 Q4	–	Sell	-355	Closed	-$213K	–	97
2025 Q3	$213K	Sell	355 -34	-9%	-$19.5K	0.17%	85
2025 Q2	$215K	Buy	+389	New	+$193K	0.18%	77
2025 Q1	–	Sell	-1,428	Closed	-$730K	–	101
2024 Q4	$730K	Buy	1,428 +712	+99%	+$360K	0.31%	57
2024 Q3	$349K	Buy	716 +4	+0.6%	+$1.89K	0.32%	58
2024 Q2	$341K	Sell	712 -1	-0.1%	-$450	0.34%	54
2024 Q1	$317K	Hold	713	–	–	0.33%	54
2023 Q4	$292K	Hold	713	–	–	0.34%	55
2023 Q3	$255K	Hold	713	–	–	0.34%	52
2023 Q2	$263K	Hold	713	–	–	0.31%	60
2023 Q1	$229K	Sell	713 -77	-10%	-$22.7K	0.29%	66
2022 Q4	$210K	Buy	+790	New	+$218K	0.29%	65
2022 Q3	–	Sell	-715	Closed	-$200K	–	66
2022 Q2	$200K	Hold	715	–	–	0.28%	62
2022 Q1	$259K	Buy	715 +2	+0.3%	+$710	0.28%	64
2021 Q4	$284K	Buy	+713	New	+$275K	0.3%	63

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

White Knight Strategic Wealth Advisors's QQQ Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 288 shares worth $212K. The stake represents 0.15% of the portfolio and ranks #86 among its holdings. This is a return to the name: White Knight Strategic Wealth Advisors previously reported a position in QQQ as recently as Q3 2025.

White Knight Strategic Wealth Advisors first reported a position in QQQ in Q4 2021 and has held it in 15 quarters since. The position peaked at $730K in Q4 2024. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

White Knight Strategic Wealth Advisors held 288 shares of Invesco QQQ Trust worth $212K as of Q2 2026.
Invesco QQQ Trust was a new White Knight Strategic Wealth Advisors position in Q2 2026.
Invesco QQQ Trust made up 0.15% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #86 holding.
White Knight Strategic Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 15 quarters since.
White Knight Strategic Wealth Advisors's Invesco QQQ Trust position peaked at $730K in Q4 2024.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.