Benchmark Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Benchmark Investment Advisors’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	$473K	Buy	+820	New	+$498K	0.28%	55
2025 Q3	$380K	Buy	+633	New	+$362K	0.22%	61
2025 Q1	–	Sell	-411	Closed	-$210K	–	89
2024 Q4	$210K	Sell	411 -111	-21%	-$56.1K	0.14%	85
2024 Q3	$255K	Sell	522 -74	-12%	-$35K	0.18%	78
2024 Q2	$286K	Buy	596 +31	+5%	+$13.9K	0.21%	76
2024 Q1	$251K	Sell	565 -120	-18%	-$51.5K	0.2%	80
2023 Q4	$280K	Buy	685 +5	+0.7%	+$1.9K	0.26%	72
2023 Q3	$244K	Hold	680	–	–	0.25%	75
2023 Q2	$251K	Hold	680	–	–	0.23%	80
2023 Q1	$218K	Buy	+680	New	+$201K	0.22%	85
2022 Q2	–	Sell	-831	Closed	-$301K	–	101
2022 Q1	$301K	Buy	831 +152	+22%	+$54K	0.23%	108
2021 Q4	$270K	Buy	+679	New	+$262K	0.22%	86

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

Benchmark Investment Advisors's QQQ Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Invesco QQQ Trust (QQQ) in Q1 2026: 820 shares worth $473K. The stake represents 0.28% of the portfolio and ranks #55 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in QQQ as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in QQQ in Q4 2021 and has held it in 12 quarters since. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Benchmark Investment Advisors held 820 shares of Invesco QQQ Trust worth $473K as of Q1 2026.
Invesco QQQ Trust was a new Benchmark Investment Advisors position in Q1 2026.
Invesco QQQ Trust made up 0.28% of Benchmark Investment Advisors's portfolio in Q1 2026, its #55 holding.
Benchmark Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 12 quarters since.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.