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World Equity Group’s Invesco QQQ Trust QQQ Stock Holding History

World Equity Group’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 		$17.9M Buy
24,368
+470
+2% +$323K 4.02% 3
2026
Q1 		$13.8M Sell
23,898
-239
-1% -$145K 3.57% 2
2025
Q4 		$14.8M Sell
24,137
-561
-2% -$344K 4.14% 2
2025
Q3 		$14.8M Sell
24,698
-307
-1% -$176K 3.37% 4
2025
Q2 		$13.8M Buy
25,005
+4,257
+21% +$2.12M 3.76% 4
2025
Q1 		$9.73M Sell
20,748
-70
-0.3% -$35.6K 2.78% 4
2024
Q4 		$10.6M Buy
20,818
+2,828
+16% +$1.43M 2.28% 6
2024
Q3 		$8.78M Buy
17,990
+6,630
+58% +$3.14M 3.17% 4
2024
Q2 		$5.44M Sell
11,360
-22,292
-66% -$10M 1.62% 9
2024
Q1 		$14.9M Sell
33,652
-5,574
-14% -$2.39M 3.07% 3
2023
Q4 		$16.1M Sell
39,226
-10,734
-21% -$4.07M 3.22% 3
2023
Q3 		$17.9M Buy
49,960
+26,399
+112% +$9.79M 3.72% 3
2023
Q2 		$8.7M Sell
23,561
-369,303
-94% -$124M 2.56% 4
2023
Q1 		$11.5M Buy
392,864
+365,879
+1,356% +$108M 1.72% 9
2022
Q4 		$7.19M Sell
26,985
-237
-0.9% -$65.5K 1.71% 6
2022
Q3 		$7.28M Buy
27,222
+2,862
+12% +$864K 1.84% 7
2022
Q2 		$6.83M Buy
24,360
+162
+0.7% +$50.3K 1.72% 8
2022
Q1 		$8.77M Buy
+24,198
New +$8.59M 1.89% 6

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

World Equity Group's QQQ Position: Q2 2026 in Review

World Equity Group increased its Invesco QQQ Trust (QQQ) stake by 2% in Q2 2026, buying an estimated $323K and bringing the position to 24,368 shares worth $17.9M. The position accounts for 4.02% of the portfolio, ranked #3.

World Equity Group first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • World Equity Group held 24,368 shares of Invesco QQQ Trust worth $17.9M as of Q2 2026.
  • World Equity Group bought 470 Invesco QQQ Trust shares in Q2 2026, an estimated $323K.
  • Invesco QQQ Trust made up 4.02% of World Equity Group's portfolio in Q2 2026, its #3 holding.
  • World Equity Group first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.