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Beckerman Institutional’s Invesco QQQ Trust QQQ Stock Holding History

Beckerman Institutional’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 		$236K Sell
411
-20
-5% -$12.2K 0.13% 112
2025
Q4 		$264K Hold
431
– – 0.15% 109
2025
Q3 		$258K Buy
431
+2
+0.5% +$1.15K 0.15% 105
2025
Q2 		$237K Hold
429
– – 0.16% 99
2025
Q1 		$201K Hold
429
– – 0.15% 99
2024
Q4 		$219K Buy
+429
New +$217K 0.18% 95

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

Beckerman Institutional's QQQ Position: Q1 2026 in Review

Beckerman Institutional reduced its Invesco QQQ Trust (QQQ) stake by 4.6% in Q1 2026, selling an estimated $12.2K and leaving 411 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #112.

Beckerman Institutional first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $264K in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Beckerman Institutional held 411 shares of Invesco QQQ Trust worth $236K as of Q1 2026.
  • Beckerman Institutional sold 20 Invesco QQQ Trust shares in Q1 2026, an estimated $12.2K.
  • Invesco QQQ Trust made up 0.13% of Beckerman Institutional's portfolio in Q1 2026, its #112 holding.
  • Beckerman Institutional first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
  • Beckerman Institutional's Invesco QQQ Trust position peaked at $264K in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.