Chokshi & Queen Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Chokshi & Queen Wealth 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	$36M	Buy	62,366 +777	+1%	+$472K	19.23%	2
2025 Q4	$37.8M	Buy	61,589 +867	+1%	+$532K	19.77%	2
2025 Q3	$36.5M	Buy	60,722 +802	+1%	+$459K	19.3%	2
2025 Q2	$33.1M	Buy	59,920 +2,134	+4%	+$1.06M	18.94%	2
2025 Q1	$27.1M	Sell	57,786 -376	-0.6%	-$191K	16.53%	2
2024 Q4	$29.7M	Buy	+58,162	New	+$29.4M	18.45%	2

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

Chokshi & Queen Wealth Advisors's QQQ Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 1.3% in Q1 2026, buying an estimated $472K and bringing the position to 62,366 shares worth $36M. The position accounts for 19.23% of the portfolio, ranked #2.

Chokshi & Queen Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $37.8M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Chokshi & Queen Wealth Advisors held 62,366 shares of Invesco QQQ Trust worth $36M as of Q1 2026.
Chokshi & Queen Wealth Advisors bought 777 Invesco QQQ Trust shares in Q1 2026, an estimated $472K.
Invesco QQQ Trust made up 19.23% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #2 holding.
Chokshi & Queen Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's Invesco QQQ Trust position peaked at $37.8M in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.