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Yanni & Associates Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Yanni & Associates Investment 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 		$5.21M Buy
7,073
+102
+1% +$70.2K 4.81% 10
2026
Q1 		$4.02M Sell
6,971
-22
-0.3% -$13.4K 4.17% 10
2025
Q4 		$4.3M Buy
+6,993
New +$4.29M 4.3% 10

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

Yanni & Associates Investment Advisors's QQQ Position: Q2 2026 in Review

Yanni & Associates Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 1.5% in Q2 2026, buying an estimated $70.2K and bringing the position to 7,073 shares worth $5.21M. The position accounts for 4.81% of the portfolio, ranked #10.

Yanni & Associates Investment Advisors first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 3,996 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Yanni & Associates Investment Advisors held 7,073 shares of Invesco QQQ Trust worth $5.21M as of Q2 2026.
  • Yanni & Associates Investment Advisors bought 102 Invesco QQQ Trust shares in Q2 2026, an estimated $70.2K.
  • Invesco QQQ Trust made up 4.81% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Yanni & Associates Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,996 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.