Envision Financial Transparency’s Invesco QQQ Trust QQQ Stock Holding History

Envision Financial Transparency’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	$25.1M	Buy	+43,438	New	+$26.4M	24.36%	1

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envision Financial Transparency's QQQ Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Invesco QQQ Trust (QQQ) in Q1 2026: 43,438 shares worth $25.1M. The stake represents 24.36% of the portfolio and ranks #1 among its holdings.

3,838 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Envision Financial Transparency held 43,438 shares of Invesco QQQ Trust worth $25.1M as of Q1 2026.
Invesco QQQ Trust was a new Envision Financial Transparency position in Q1 2026.
Invesco QQQ Trust made up 24.36% of Envision Financial Transparency's portfolio in Q1 2026, its #1 holding.
3,838 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.