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Atomi Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Atomi Financial 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
2025
Q3 		– Sell
-300
Closed -$165K – 1230
2025
Q2 		$165K Buy
+300
New +$149K 0.01% 1063
2025
Q1 		– Sell
-18,600
Closed -$162K – 1099
2024
Q4 		$162K Buy
+18,600
New +$9.41M 0.01% 933

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atomi Financial Group's QQQ Position: Q1 2026 in Review

Atomi Financial Group increased its Invesco QQQ Trust (QQQ) stake by 5.7% in Q1 2026, buying an estimated $979K and bringing the position to 29,854 shares worth $17.2M. The position accounts for 0.53% of the portfolio, ranked #37.

Atomi Financial Group first reported a position in QQQ in Q1 2023 and has held it in 12 quarters since. The position peaked at $19.3M in Q3 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Atomi Financial Group held 29,854 shares of Invesco QQQ Trust worth $17.2M as of Q1 2026.
  • Atomi Financial Group bought 1,611 Invesco QQQ Trust shares in Q1 2026, an estimated $979K.
  • Invesco QQQ Trust made up 0.53% of Atomi Financial Group's portfolio in Q1 2026, its #37 holding.
  • Atomi Financial Group first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 12 quarters since.
  • Atomi Financial Group's Invesco QQQ Trust position peaked at $19.3M in Q3 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.