Alternative Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Alternative 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 Q1	$533K	Sell	922 -2	-0.2%	-$1.22K	0.23%	35
2025 Q4	$569K	Buy	924 +199	+27%	+$122K	0.24%	29
2025 Q3	$435K	Buy	725 +48	+7%	+$27.5K	0.2%	30
2025 Q2	$374K	Sell	677 -14	-2%	-$6.96K	0.19%	37
2025 Q1	$324K	Buy	691 +54	+8%	+$27.4K	0.17%	41
2024 Q4	$326K	Sell	637 -11	-2%	-$5.56K	0.17%	40
2024 Q3	$317K	Sell	648 -275	-30%	-$130K	0.17%	36
2024 Q2	$443K	Sell	923 -18	-2%	-$8.1K	0.25%	28
2024 Q1	$419K	Buy	941 +20	+2%	+$8.57K	0.25%	32
2023 Q4	$378K	Sell	921 -111	-11%	-$42.1K	0.25%	35
2023 Q3	$371K	Buy	+1,032	New	+$383K	0.26%	39

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alternative Investment Advisors's QQQ Position: Q1 2026 in Review

Alternative Investment Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.22% in Q1 2026, selling an estimated $1.22K and leaving 922 shares worth $533K. The position accounts for 0.23% of the portfolio, ranked #35.

Alternative Investment Advisors first reported a position in QQQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $569K in Q4 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Alternative Investment Advisors held 922 shares of Invesco QQQ Trust worth $533K as of Q1 2026.
Alternative Investment Advisors sold 2 Invesco QQQ Trust shares in Q1 2026, an estimated $1.22K.
Invesco QQQ Trust made up 0.23% of Alternative Investment Advisors's portfolio in Q1 2026, its #35 holding.
Alternative Investment Advisors first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 11 quarters since.
Alternative Investment Advisors's Invesco QQQ Trust position peaked at $569K in Q4 2025.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.