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Carmel Capital Partners’s Invesco QQQ Trust QQQ Stock Holding History

Carmel Capital Partners’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 		$1.76M Buy
+3,043
New +$1.85M 0.63% 52
2023
Q4 		– Sell
-10
Closed -$3.58K – 561
2023
Q3 		$3.58K Buy
+10
New +$3.71K ﹤0.01% 584

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

Carmel Capital Partners's QQQ Position: Q1 2026 in Review

Carmel Capital Partners opened a new position in Invesco QQQ Trust (QQQ) in Q1 2026: 3,043 shares worth $1.76M. The stake represents 0.63% of the portfolio and ranks #52 among its holdings. This is a return to the name: Carmel Capital Partners previously reported a position in QQQ as recently as Q3 2023.

Carmel Capital Partners first reported a position in QQQ in Q3 2023 and has held it in 2 quarters since. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Carmel Capital Partners held 3,043 shares of Invesco QQQ Trust worth $1.76M as of Q1 2026.
  • Invesco QQQ Trust was a new Carmel Capital Partners position in Q1 2026.
  • Invesco QQQ Trust made up 0.63% of Carmel Capital Partners's portfolio in Q1 2026, its #52 holding.
  • Carmel Capital Partners first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 2 quarters since.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.