Cascade Investment Group’s Invesco QQQ Trust QQQ Stock Holding History

Cascade Investment 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
2026 Q1	$224K	Hold	388	–	–	0.15%	131
2025 Q4	$238K	Buy	388 +17	+5%	+$10.4K	0.16%	125
2025 Q3	$223K	Hold	371	–	–	0.15%	132
2025 Q2	$205K	Buy	+371	New	+$185K	0.14%	138
2024 Q3	–	Sell	-424	Closed	-$203K	–	135
2024 Q2	$203K	Sell	424 -347	-45%	-$156K	0.16%	125
2024 Q1	$342K	Sell	771 -40	-5%	-$17.1K	0.26%	89
2023 Q4	$332K	Buy	+811	New	+$308K	0.27%	84

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

Cascade Investment Group's QQQ Position: Q1 2026 in Review

Cascade Investment Group held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 388 shares worth $224K. The position accounts for 0.15% of the portfolio, ranked #131.

Cascade Investment Group first reported a position in QQQ in Q4 2023 and has held it in 7 quarters since. The position peaked at $342K in Q1 2024. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Cascade Investment Group held 388 shares of Invesco QQQ Trust worth $224K as of Q1 2026.
Cascade Investment Group left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.15% of Cascade Investment Group's portfolio in Q1 2026, its #131 holding.
Cascade Investment Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 7 quarters since.
Cascade Investment Group's Invesco QQQ Trust position peaked at $342K in Q1 2024.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.