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Cynosure Group’s Invesco QQQ Trust QQQ Stock Holding History

Cynosure 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
2026
Q1 		$24.5M Buy
42,413
+29,348
+225% +$17.8M 3.06% 9
2025
Q4 		$8.03M Sell
13,065
-32,352
-71% -$19.9M 0.82% 22
2025
Q3 		$27.3M Buy
45,417
+3,712
+9% +$2.13M 2.96% 7
2025
Q2 		$23M Buy
41,705
+26,676
+177% +$13.3M 2.61% 8
2025
Q1 		$7.05M Sell
15,029
-19,842
-57% -$10.1M 0.97% 21
2024
Q4 		$17.8M Buy
34,871
+5,921
+20% +$2.99M 2.66% 10
2024
Q3 		$14.1M Buy
28,950
+5,773
+25% +$2.73M 2.06% 12
2024
Q2 		$11.1M Buy
23,177
+14,966
+182% +$6.73M 1.78% 12
2024
Q1 		$3.65M Sell
8,211
-12,973
-61% -$5.56M 0.65% 24
2023
Q4 		$8.68M Buy
21,184
+3,410
+19% +$1.29M 1.56% 11
2023
Q3 		$6.37M Buy
17,774
+4
+0% +$1.48K 1.95% 13
2023
Q2 		$6.56M Buy
+17,770
New +$5.98M 1.97% 15
2020
Q2 		– Sell
-9,071
Closed -$1.73M – 53
2020
Q1 		$1.73M Buy
+9,071
New +$1.92M 1.24% 19

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

Cynosure Group's QQQ Position: Q1 2026 in Review

Cynosure Group increased its Invesco QQQ Trust (QQQ) stake by 225% in Q1 2026, buying an estimated $17.8M and bringing the position to 42,413 shares worth $24.5M. The position accounts for 3.06% of the portfolio, ranked #9.

Cynosure Group first reported a position in QQQ in Q1 2020 and has held it in 13 quarters since. The position peaked at $27.3M in Q3 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Cynosure Group held 42,413 shares of Invesco QQQ Trust worth $24.5M as of Q1 2026.
  • Cynosure Group bought 29,348 Invesco QQQ Trust shares in Q1 2026, an estimated $17.8M.
  • Invesco QQQ Trust made up 3.06% of Cynosure Group's portfolio in Q1 2026, its #9 holding.
  • Cynosure Group first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 13 quarters since.
  • Cynosure Group's Invesco QQQ Trust position peaked at $27.3M in Q3 2025.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.