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Equita Financial Network’s Invesco QQQ Trust QQQ Stock Holding History

Equita Financial Network’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 		$872K Sell
1,512
-107
-7% -$65K 0.27% 44
2025
Q4 		$994K Hold
1,619
– – 0.3% 43
2025
Q3 		$972K Buy
1,619
+295
+22% +$169K 0.33% 39
2025
Q2 		$730K Sell
1,324
-156
-11% -$77.6K 0.29% 41
2025
Q1 		$694K Hold
1,480
– – 0.24% 52
2024
Q4 		$756K Sell
1,480
-60
-4% -$30.3K 0.27% 45
2024
Q3 		$751K Buy
1,540
+44
+3% +$20.8K 0.27% 46
2024
Q2 		$717K Sell
1,496
-138
-8% -$62.1K 0.3% 45
2024
Q1 		$725K Buy
1,634
+137
+9% +$58.7K 0.33% 44
2023
Q4 		$613K Buy
1,497
+214
+17% +$81.2K 0.33% 43
2023
Q3 		$460K Buy
+1,283
New +$476K 0.28% 42

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

Equita Financial Network's QQQ Position: Q1 2026 in Review

Equita Financial Network reduced its Invesco QQQ Trust (QQQ) stake by 6.6% in Q1 2026, selling an estimated $65K and leaving 1,512 shares worth $872K. The position accounts for 0.27% of the portfolio, ranked #44.

Equita Financial Network first reported a position in QQQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $994K in Q4 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Equita Financial Network held 1,512 shares of Invesco QQQ Trust worth $872K as of Q1 2026.
  • Equita Financial Network sold 107 Invesco QQQ Trust shares in Q1 2026, an estimated $65K.
  • Invesco QQQ Trust made up 0.27% of Equita Financial Network's portfolio in Q1 2026, its #44 holding.
  • Equita Financial Network first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 11 quarters since.
  • Equita Financial Network's Invesco QQQ Trust position peaked at $994K in Q4 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.