Constant Guidance Financial’s Invesco QQQ Trust QQQ Stock Holding History

Constant Guidance Financial’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	$10.6M	Buy	18,385 +11,426	+164%	+$6.94M	7.34%	4
2025 Q4	$4.28M	Buy	6,959 +5,936	+580%	+$3.64M	3.01%	6
2025 Q3	$614K	Sell	1,023 -60	-6%	-$34.4K	0.49%	27
2025 Q2	$597K	Sell	1,083 -564	-34%	-$281K	0.6%	30
2025 Q1	$772K	Buy	1,647 +309	+23%	+$157K	0.97%	16
2024 Q4	$684K	Sell	1,338 -3,125	-70%	-$1.58M	0.59%	26
2024 Q3	$2.18M	Buy	4,463 +3,218	+258%	+$1.52M	1.78%	14
2024 Q2	$596K	Sell	1,245 -148	-11%	-$66.6K	0.62%	19
2024 Q1	$610K	Buy	1,393 +118	+9%	+$50.6K	0.56%	35
2023 Q4	$522K	Sell	1,275 -101	-7%	-$38.3K	0.53%	22
2023 Q3	$496K	Buy	+1,376	New	+$510K	0.65%	10

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

Constant Guidance Financial's QQQ Position: Q1 2026 in Review

Constant Guidance Financial increased its Invesco QQQ Trust (QQQ) stake by 164% in Q1 2026, buying an estimated $6.94M and bringing the position to 18,385 shares worth $10.6M. The position accounts for 7.34% of the portfolio, ranked #4.

Constant Guidance Financial first reported a position in QQQ in Q3 2023 and has held it in 11 quarters since. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Constant Guidance Financial held 18,385 shares of Invesco QQQ Trust worth $10.6M as of Q1 2026.
Constant Guidance Financial bought 11,426 Invesco QQQ Trust shares in Q1 2026, an estimated $6.94M.
Invesco QQQ Trust made up 7.34% of Constant Guidance Financial's portfolio in Q1 2026, its #4 holding.
Constant Guidance Financial first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 11 quarters since.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.