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Zullo Investment Group’s Invesco QQQ Trust QQQ Stock Holding History

Zullo Investment 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 		$888K Hold
1,205
– – 0.3% 65
2026
Q1 		$696K Buy
1,205
+124
+11% +$75.3K 0.26% 73
2025
Q4 		$664K Sell
1,081
-100
-8% -$61.4K 0.24% 74
2025
Q3 		$709K Buy
1,181
+2
+0.2% +$1.15K 0.26% 71
2025
Q2 		$651K Buy
1,179
+3
+0.3% +$1.49K 0.26% 76
2025
Q1 		$551K Buy
1,176
+11
+0.9% +$5.59K 0.24% 81
2024
Q4 		$596K Sell
1,165
-64
-5% -$32.4K 0.24% 76
2024
Q3 		$600K Hold
1,229
– – 0.25% 77
2024
Q2 		$589K Hold
1,229
– – 0.26% 72
2024
Q1 		$546K Sell
1,229
-58
-5% -$24.9K 0.26% 79
2023
Q4 		$527K Hold
1,287
– – 0.27% 76
2023
Q3 		$461K Buy
1,287
+17
+1% +$6.3K 0.27% 76
2023
Q2 		$469K Buy
1,270
+16
+1% +$5.39K 0.27% 79
2023
Q1 		$403K Buy
1,254
+82
+7% +$24.2K 0.25% 85
2022
Q4 		$312K Buy
1,172
+40
+4% +$11.1K 0.19% 99
2022
Q3 		$303K Buy
1,132
+25
+2% +$7.54K 0.2% 92
2022
Q2 		$310K Buy
1,107
+79
+8% +$24.5K 0.19% 97
2022
Q1 		$373K Buy
1,028
+410
+66% +$146K 0.19% 97
2021
Q4 		$246K Buy
+618
New +$239K 0.13% 139

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

Zullo Investment Group's QQQ Position: Q2 2026 in Review

Zullo Investment Group held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,205 shares worth $888K. The position accounts for 0.3% of the portfolio, ranked #65.

Zullo Investment Group first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Zullo Investment Group held 1,205 shares of Invesco QQQ Trust worth $888K as of Q2 2026.
  • Zullo Investment Group left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.3% of Zullo Investment Group's portfolio in Q2 2026, its #65 holding.
  • Zullo Investment Group first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.