Clean Yield Group’s Invesco QQQ Trust QQQ Stock Holding History

Clean Yield 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	$352K	Sell	610 -288	-32%	-$175K	0.1%	110
2025 Q4	$552K	Hold	898	–	–	0.15%	88
2025 Q3	$539K	Buy	898 +63	+8%	+$36.1K	0.15%	86
2025 Q2	$461K	Hold	835	–	–	0.14%	89
2025 Q1	$392K	Sell	835 -165	-17%	-$83.8K	0.13%	96
2024 Q4	$511K	Hold	1,000	–	–	0.16%	90
2024 Q3	$488K	Hold	1,000	–	–	0.15%	91
2024 Q2	$479K	Sell	1,000 -120	-11%	-$54K	0.18%	82
2024 Q1	$497K	Sell	1,120 -100	-8%	-$42.9K	0.19%	80
2023 Q4	$500K	Sell	1,220 -2	-0.2%	-$759	0.21%	75
2023 Q3	$454K	Buy	1,222 +502	+70%	+$186K	0.2%	82
2023 Q2	$266K	Hold	720	–	–	0.11%	109
2023 Q1	$231K	Hold	720	–	–	0.1%	116
2022 Q4	$192K	Hold	720	–	–	0.08%	131
2022 Q3	$192K	Hold	720	–	–	0.09%	124
2022 Q2	$202K	Hold	720	–	–	0.08%	133
2022 Q1	$261K	Sell	720 -100	-12%	-$35.5K	0.09%	126
2021 Q4	$326K	Sell	820 -100	-11%	-$38.6K	0.1%	121
2021 Q3	$329K	Hold	920	–	–	0.11%	117
2021 Q2	$326K	Hold	920	–	–	0.11%	108
2021 Q1	$294K	Hold	920	–	–	0.11%	109
2020 Q4	$289K	Buy	920 +70	+8%	+$20.6K	0.1%	113
2020 Q3	$236K	Hold	850	–	–	0.1%	113
2020 Q2	$210K	Hold	850	–	–	0.09%	120
2020 Q1	$162K	Buy	+850	New	+$180K	0.08%	125

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

Clean Yield Group's QQQ Position: Q1 2026 in Review

Clean Yield Group reduced its Invesco QQQ Trust (QQQ) stake by 32% in Q1 2026, selling an estimated $175K and leaving 610 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #110.

Clean Yield Group first reported a position in QQQ in Q1 2020 and has held it in 25 quarters since. The position peaked at $552K in Q4 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Clean Yield Group held 610 shares of Invesco QQQ Trust worth $352K as of Q1 2026.
Clean Yield Group sold 288 Invesco QQQ Trust shares in Q1 2026, an estimated $175K.
Invesco QQQ Trust made up 0.1% of Clean Yield Group's portfolio in Q1 2026, its #110 holding.
Clean Yield Group first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 25 quarters since.
Clean Yield Group's Invesco QQQ Trust position peaked at $552K in Q4 2025.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.