CI Investments Inc
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CI Investments Inc’s Invesco QQQ Trust QQQ Stock Holding History

CI Investments Inc’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 		$5.82M Buy
3,700
+3,200
+640% +$1.94M 0.03% 279
2025
Q4 		$343K Sell
500
-6,480
-93% -$3.98M ﹤0.01% 553
2025
Q3 		$1.9M Buy
6,980
+2,445
+54% +$1.4M 0.01% 372
2025
Q2 		$4.42M Buy
4,535
+1,795
+66% +$893K 0.02% 301
2025
Q1 		$3.49M Sell
2,740
-3,378
-55% -$1.72M 0.01% 322
2024
Q4 		$4.33M Buy
6,118
+2,353
+62% +$1.19M 0.02% 312
2024
Q3 		$1.24M Sell
3,765
-10,804
-74% -$5.11M ﹤0.01% 388
2024
Q2 		$1.68M Buy
14,569
+4,618
+46% +$2.08M 0.01% 351
2024
Q1 		$2.29M Buy
9,951
+8,111
+441% +$3.48M 0.01% 333
2023
Q4 		$324K Sell
1,840
-1,708
-48% -$648K ﹤0.01% 525
2023
Q3 		$1.1M Buy
3,548
+1,794
+102% +$665K 0.01% 359
2023
Q2 		$620K Buy
+1,754
New +$590K ﹤0.01% 422
2021
Q1 		– Sell
-500
Closed -$65K – 1046
2020
Q4 		$65K Buy
+500
New +$147K ﹤0.01% 801
2019
Q3 		– Sell
-1,171
Closed -$119K – 606
2019
Q2 		$119K Sell
1,171
-2,879
-71% -$530K ﹤0.01% 294
2019
Q1 		$281K Buy
4,050
+3,780
+1,400% +$641K ﹤0.01% 304
2018
Q4 		$101K Buy
+270
New +$45.2K ﹤0.01% 312

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

CI Investments Inc's QQQ Position: Q1 2026 in Review

CI Investments Inc sold out of Invesco QQQ Trust (QQQ) in Q1 2026, closing a stake of 22,112 shares — an estimated $13.4M sold.

CI Investments Inc first reported a position in QQQ in Q2 2020 and held it in 5 quarters. The position peaked at $21.8M in Q4 2021. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • CI Investments Inc reported no remaining Invesco QQQ Trust position as of Q1 2026 after selling out during the quarter.
  • CI Investments Inc sold 22,112 Invesco QQQ Trust shares in Q1 2026, an estimated $13.4M.
  • CI Investments Inc first reported a position in Invesco QQQ Trust in Q2 2020 and held it in 5 quarters.
  • CI Investments Inc's Invesco QQQ Trust position peaked at $21.8M in Q4 2021.
  • 3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.