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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

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

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.