Comprehensive Money Management Services’s Invesco QQQ Trust QQQ Stock Holding History

Comprehensive Money Management Services’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	$251K	Hold	435	–	–	0.16%	169
2025 Q4	$267K	Hold	435	–	–	0.18%	158
2025 Q3	$261K	Hold	435	–	–	0.18%	161
2025 Q2	$240K	Hold	435	–	–	0.18%	161
2025 Q1	$204K	Hold	435	–	–	0.16%	167
2024 Q4	$222K	Buy	+435	New	+$220K	0.18%	161

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

Comprehensive Money Management Services's QQQ Position: Q1 2026 in Review

Comprehensive Money Management Services held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 435 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #169.

Comprehensive Money Management Services first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $267K in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Comprehensive Money Management Services held 435 shares of Invesco QQQ Trust worth $251K as of Q1 2026.
Comprehensive Money Management Services left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.16% of Comprehensive Money Management Services's portfolio in Q1 2026, its #169 holding.
Comprehensive Money Management Services first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's Invesco QQQ Trust position peaked at $267K in Q4 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.