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Capstone Triton Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Capstone Triton Financial Group’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
2021
Q4 		– Sell
-800
Closed -$302K – 116
2021
Q3 		$302K Buy
+800
New +$295K 0.18% 96

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

Capstone Triton Financial Group's QQQ Position: Q1 2026 in Review

Capstone Triton Financial Group increased its Invesco QQQ Trust (QQQ) stake by 79% in Q1 2026, buying an estimated $211K and bringing the position to 786 shares worth $470K. The position accounts for 0.82% of the portfolio, ranked #28.

Capstone Triton Financial Group first reported a position in QQQ in Q2 2021 and has held it in 8 quarters since. 3,828 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Capstone Triton Financial Group held 786 shares of Invesco QQQ Trust worth $470K as of Q1 2026.
  • Capstone Triton Financial Group bought 348 Invesco QQQ Trust shares in Q1 2026, an estimated $211K.
  • Invesco QQQ Trust made up 0.82% of Capstone Triton Financial Group's portfolio in Q1 2026, its #28 holding.
  • Capstone Triton Financial Group first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 8 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.