Atwater Malick’s Invesco QQQ Trust QQQ Stock Holding History

Atwater Malick’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	$416K	Hold	721	–	–	0.11%	66
2025 Q4	$443K	Hold	721	–	–	0.12%	58
2025 Q3	$433K	Buy	721 +60	+9%	+$34.4K	0.13%	59
2025 Q2	$365K	Hold	661	–	–	0.12%	60
2025 Q1	$310K	Hold	661	–	–	0.1%	65
2024 Q4	$338K	Hold	661	–	–	0.11%	60
2024 Q3	$323K	Hold	661	–	–	0.1%	65
2024 Q2	$317K	Hold	661	–	–	0.11%	63
2024 Q1	$293K	Buy	+661	New	+$283K	0.1%	67
2019 Q4	–	Sell	-33	Closed	-$6K	–	162
2019 Q3	$6K	Buy	+33	New	+$6.26K	0.01%	169

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

Atwater Malick's QQQ Position: Q1 2026 in Review

Atwater Malick held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 721 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #66.

Atwater Malick first reported a position in QQQ in Q3 2019 and has held it in 10 quarters since. The position peaked at $443K in Q4 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Atwater Malick held 721 shares of Invesco QQQ Trust worth $416K as of Q1 2026.
Atwater Malick left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.11% of Atwater Malick's portfolio in Q1 2026, its #66 holding.
Atwater Malick first reported a position in Invesco QQQ Trust in Q3 2019 and has held it in 10 quarters since.
Atwater Malick's Invesco QQQ Trust position peaked at $443K in Q4 2025.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.