Financial Gravity Asset Management’s Invesco QQQ Trust QQQ Stock Holding History

Financial Gravity Asset Management’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	$287K	Sell	498 -128	-20%	-$77.8K	0.05%	137
2025 Q4	$385K	Buy	+626	New	+$384K	0.07%	96
2025 Q1	$113K	Buy	+1,238	New	+$629K	0.02%	206
2024 Q2	$415K	Sell	866 -910	-51%	-$409K	0.1%	87
2024 Q1	$727K	Hold	1,776	–	–	0.2%	72
2023 Q4	$727K	Buy	+1,776	New	+$674K	0.2%	72

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

Financial Gravity Asset Management's QQQ Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Invesco QQQ Trust (QQQ) stake by 20% in Q1 2026, selling an estimated $77.8K and leaving 498 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #137.

Financial Gravity Asset Management first reported a position in QQQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $727K in Q1 2024. 3,842 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Financial Gravity Asset Management held 498 shares of Invesco QQQ Trust worth $287K as of Q1 2026.
Financial Gravity Asset Management sold 128 Invesco QQQ Trust shares in Q1 2026, an estimated $77.8K.
Invesco QQQ Trust made up 0.05% of Financial Gravity Asset Management's portfolio in Q1 2026, its #137 holding.
Financial Gravity Asset Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 6 quarters since.
Financial Gravity Asset Management's Invesco QQQ Trust position peaked at $727K in Q1 2024.
3,842 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.