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Financial Freedom LLC’s Invesco QQQ Trust QQQ Stock Holding History

Financial Freedom LLC’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 		$14.1M Sell
24,410
-391
-2% -$238K 7.02% 2
2025
Q4 		$15.2M Sell
24,801
-529
-2% -$325K 7.56% 1
2025
Q3 		$15.2M Sell
25,330
-517
-2% -$296K 7.57% 1
2025
Q2 		$14.3M Sell
25,847
-491
-2% -$244K 7.68% 1
2025
Q1 		$12.4M Sell
26,338
-316
-1% -$161K 7.09% 2
2024
Q4 		$13.6M Sell
26,654
-363
-1% -$184K 7.18% 2
2024
Q3 		$13.2M Sell
27,017
-82
-0.3% -$38.8K 6.98% 2
2024
Q2 		$13M Sell
27,099
-91
-0.3% -$40.9K 7.38% 2
2024
Q1 		$12.1M Sell
27,190
-252
-0.9% -$108K 7.15% 2
2023
Q4 		$11.2M Buy
27,442
+283
+1% +$107K 7.14% 2
2023
Q3 		$9.73M Buy
27,159
+253
+0.9% +$93.8K 6.9% 2
2023
Q2 		$9.94M Buy
26,906
+1,055
+4% +$355K 6.97% 3
2023
Q1 		$8.3M Buy
25,851
+319
+1% +$94.1K 6.04% 3
2022
Q4 		$6.8M Buy
+25,532
New +$7.06M 4.57% 6

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

Financial Freedom LLC's QQQ Position: Q1 2026 in Review

Financial Freedom LLC reduced its Invesco QQQ Trust (QQQ) stake by 1.6% in Q1 2026, selling an estimated $238K and leaving 24,410 shares worth $14.1M. The position accounts for 7.02% of the portfolio, ranked #2.

Financial Freedom LLC first reported a position in QQQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.2M in Q4 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Financial Freedom LLC held 24,410 shares of Invesco QQQ Trust worth $14.1M as of Q1 2026.
  • Financial Freedom LLC sold 391 Invesco QQQ Trust shares in Q1 2026, an estimated $238K.
  • Invesco QQQ Trust made up 7.02% of Financial Freedom LLC's portfolio in Q1 2026, its #2 holding.
  • Financial Freedom LLC first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 14 quarters since.
  • Financial Freedom LLC's Invesco QQQ Trust position peaked at $15.2M in Q4 2025.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.