Bank of Montreal’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.06B Buy
+1,444,500
New +$994M 0.35% 62
2025
Q4
Sell
-198,200
Closed -$119M 3795
2025
Q3
$119M Buy
+198,200
New +$113M 0.05% 290
2025
Q2
Sell
-50,000
Closed -$23.4M 3685
2025
Q1
$23.4M Sell
50,000
-73,800
-60% -$37.5M 0.01% 649
2024
Q4
$63.3M Sell
123,800
-5,400
-4% -$2.73M 0.03% 398
2024
Q3
$62.9M Sell
129,200
-360,000
-74% -$170M 0.03% 404
2024
Q2
$235M Buy
489,200
+272,400
+126% +$123M 0.07% 153
2024
Q1
$96.9M Sell
216,800
-321,400
-60% -$138M 0.03% 300
2023
Q4
$221M Sell
538,200
-407,800
-43% -$155M 0.07% 159
2023
Q3
$354M Buy
946,000
+609,900
+181% +$226M 0.12% 100
2023
Q2
$125M Sell
336,100
-108,900
-24% -$36.7M 0.04% 221
2023
Q1
$143M Sell
445,000
-510,000
-53% -$150M 0.06% 183
2022
Q4
$256M Sell
955,000
-475,000
-33% -$131M 0.11% 117
2022
Q3
$427K Buy
1,430,000
+330,000
+30% +$99.6M 0.18% 78
2022
Q2
$322K Sell
1,100,000
-550,000
-33% -$171M 0.15% 106
2022
Q1
$609M Buy
+1,650,000
New +$586M 0.29% 73
2021
Q2
Sell
-134,700
Closed -$45.1M 4660
2021
Q1
$45.1M Buy
134,700
+134,600
+134,600% +$43M 0.03% 429
2020
Q4
$31K Buy
+100
New +$29.4K ﹤0.01% 4210
2020
Q3
Sell
-594,100
Closed -$156M 4899
2020
Q2
$156M Buy
+594,100
New +$133M 0.14% 133
2019
Q4
Sell
-340,000
Closed -$64.2M 4976
2019
Q3
$64.2M Buy
340,000
+170,000
+100% +$32.2M 0.06% 287
2019
Q2
$31.7M Buy
170,000
+55,000
+48% +$10.1M 0.03% 490
2019
Q1
$20.7M Sell
115,000
-85,000
-43% -$14.4M 0.02% 592
2018
Q4
$30.9M Buy
200,000
+179,300
+866% +$30M 0.03% 451
2018
Q3
$3.85M Sell
20,700
-13,500
-39% -$2.44M ﹤0.01% 1329
2018
Q2
$5.87M Buy
+34,200
New +$5.73M ﹤0.01% 1095
2018
Q1
Sell
-150,000
Closed -$23.4M 4296
2017
Q4
$23.4M Hold
150,000
0.02% 570
2017
Q3
$21.8M Buy
+150,000
New +$21.5M 0.02% 564
2015
Q1
Sell
-100,000
Closed -$10.3M 4158
2014
Q4
$10.3M Buy
+100,000
New +$10.1M 0.01% 768
2014
Q3
Sell
-60,000
Closed -$5.63M 4335
2014
Q2
$5.63M Buy
60,000
+30,000
+100% +$2.68M 0.01% 1040
2014
Q1
$2.63M Buy
+30,000
New +$2.65M ﹤0.01% 1209

Other funds holding QQQ

Bank of Montreal's QQQ Position: Q2 2026 in Review

Bank of Montreal increased its Invesco QQQ Trust (QQQ) stake by 62% in Q2 2026, buying an estimated $632M and bringing the position to 2,403,363 shares worth $1.77B. The position accounts for 0.58% of the portfolio, ranked #35.

Bank of Montreal first reported a position in QQQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.93B in Q3 2023. 3,313 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Bank of Montreal held 2,403,363 shares of Invesco QQQ Trust worth $1.77B as of Q2 2026.
  • Bank of Montreal bought 919,042 Invesco QQQ Trust shares in Q2 2026, an estimated $632M.
  • Invesco QQQ Trust made up 0.58% of Bank of Montreal's portfolio in Q2 2026, its #35 holding.
  • Bank of Montreal first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Invesco QQQ Trust position peaked at $1.93B in Q3 2023.
  • 3,313 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.