Clean Yield Group
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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
2023
Q2 		– Sell
-20,000
Closed -$6.42K – 432
2023
Q1 		$6.42K Buy
20,000
+17,500
+700% +$5.16M ﹤0.01% 352
2022
Q4 		$666 Buy
2,500
+500
+25% +$138K ﹤0.01% 437
2022
Q3 		$535K Buy
+2,000
New +$604K 0.25% 79

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Clean Yield Group's QQQ Position: Q3 2026 in Review

Clean Yield Group held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 610 shares worth $451K. The position accounts for 0.11% of the portfolio, ranked #102.

Clean Yield Group first reported a position in QQQ in Q1 2020 and has held it in 27 quarters since. The position peaked at $552K in Q4 2025. 1,938 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Clean Yield Group held 610 shares of Invesco QQQ Trust worth $451K as of Q3 2026.
  • Clean Yield Group left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.11% of Clean Yield Group's portfolio in Q3 2026, its #102 holding.
  • Clean Yield Group first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 27 quarters since.
  • Clean Yield Group's Invesco QQQ Trust position peaked at $552K in Q4 2025.
  • 1,938 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.