Bard Associates’s Invesco QQQ Trust QQQ Stock Holding History

Bard Associates’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 Q3	$14.8K	Buy	+20	New	+$14.3K	﹤0.01%	242

Other funds holding QQQ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Bard Associates's QQQ Position: Q3 2026 in Review

Bard Associates opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 20 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings.

3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Bard Associates held 20 shares of Invesco QQQ Trust worth $14.8K as of Q3 2026.
Invesco QQQ Trust was a new Bard Associates position in Q3 2026.
Invesco QQQ Trust made up ﹤0.01% of Bard Associates's portfolio in Q3 2026, its #242 holding.
3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Bard Associates's 13F filing for Q3 2026, filed 13 Nov 2026.