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Clearwater Capital Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Clearwater Capital 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
2021
Q1 		– Sell
-1,500
Closed -$471K – 166
2020
Q4 		$471K Buy
+1,500
New +$440K 0.06% 102

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

Clearwater Capital Advisors's QQQ Position: Q1 2026 in Review

Clearwater Capital Advisors increased its Invesco QQQ Trust (QQQ) stake by 8.1% in Q1 2026, buying an estimated $101K and bringing the position to 2,204 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #61.

Clearwater Capital Advisors first reported a position in QQQ in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.58M in Q3 2024. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Clearwater Capital Advisors held 2,204 shares of Invesco QQQ Trust worth $1.27M as of Q1 2026.
  • Clearwater Capital Advisors bought 166 Invesco QQQ Trust shares in Q1 2026, an estimated $101K.
  • Invesco QQQ Trust made up 0.1% of Clearwater Capital Advisors's portfolio in Q1 2026, its #61 holding.
  • Clearwater Capital Advisors first reported a position in Invesco QQQ Trust in Q2 2016 and has held it in 40 quarters since.
  • Clearwater Capital Advisors's Invesco QQQ Trust position peaked at $3.58M in Q3 2024.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.