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Financial Insights’s Invesco QQQ Trust QQQ Stock Holding History

Financial Insights’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 		$16.1M Buy
27,889
+2,464
+10% +$1.5M 5.22% 5
2025
Q4 		$15.6M Buy
25,425
+561
+2% +$344K 5.23% 5
2025
Q3 		$14.9M Buy
24,864
+920
+4% +$527K 4.94% 6
2025
Q2 		$13.2M Buy
23,944
+2,345
+11% +$1.17M 4.82% 6
2025
Q1 		$10.1M Buy
21,599
+2,167
+11% +$1.1M 4.03% 7
2024
Q4 		$9.93M Buy
19,432
+536
+3% +$271K 3.69% 8
2024
Q3 		$9.22M Sell
18,896
-880
-4% -$416K 2.91% 8
2024
Q2 		$9.47M Buy
19,776
+3,275
+20% +$1.47M 2.63% 10
2024
Q1 		$7.33M Buy
16,501
+2,163
+15% +$927K 2.04% 12
2023
Q4 		$5.87M Buy
+14,338
New +$5.44M 1.84% 12
2023
Q3 		– Sell
-6,039
Closed -$2.23M – 154
2023
Q2 		$2.23M Buy
6,039
+793
+15% +$267K 0.82% 28
2023
Q1 		$1.68M Sell
5,246
-456
-8% -$135K 0.69% 31
2022
Q4 		$1.52M Sell
5,702
-292
-5% -$80.7K 0.72% 31
2022
Q3 		$1.6M Sell
5,994
-259
-4% -$78.2K 1.08% 24
2022
Q2 		$1.75M Buy
6,253
+200
+3% +$62.1K 1.78% 14
2022
Q1 		$2.19M Buy
6,053
+66
+1% +$23.4K 2.02% 13
2021
Q4 		$2.38M Sell
5,987
-133
-2% -$51.3K 2.06% 13
2021
Q3 		$2.19M Sell
6,120
-134
-2% -$49.3K 2.02% 13
2021
Q2 		$22.2M Buy
+6,254
New +$2.1M 1.84% 11
2021
Q1 		– Sell
-5,623
Closed -$1.76M – 82
2020
Q4 		$1.76M Buy
5,623
+221
+4% +$64.9K 1.37% 17
2020
Q3 		$1.5M Sell
5,402
-14,324
-73% -$3.88M 1.28% 17
2020
Q2 		$1.08K Buy
19,726
+15,579
+376% +$3.49M 0.96% 20
2020
Q1 		$790K Buy
4,147
+910
+28% +$193K 0.83% 25
2019
Q4 		$688K Buy
3,237
+768
+31% +$154K 0.6% 30
2019
Q3 		$466K Buy
2,469
+260
+12% +$49.3K 0.45% 33
2019
Q2 		$407K Buy
2,209
+303
+16% +$55.8K 0.41% 34
2019
Q1 		$361K Buy
1,906
+234
+14% +$39.7K 0.38% 35
2018
Q4 		$281K Buy
+1,672
New +$280K 0.31% 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

Financial Insights's QQQ Position: Q1 2026 in Review

Financial Insights increased its Invesco QQQ Trust (QQQ) stake by 9.7% in Q1 2026, buying an estimated $1.5M and bringing the position to 27,889 shares worth $16.1M. The position accounts for 5.22% of the portfolio, ranked #5.

Financial Insights first reported a position in QQQ in Q4 2018 and has held it in 28 quarters since. The position peaked at $22.2M in Q2 2021. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Financial Insights held 27,889 shares of Invesco QQQ Trust worth $16.1M as of Q1 2026.
  • Financial Insights bought 2,464 Invesco QQQ Trust shares in Q1 2026, an estimated $1.5M.
  • Invesco QQQ Trust made up 5.22% of Financial Insights's portfolio in Q1 2026, its #5 holding.
  • Financial Insights first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 28 quarters since.
  • Financial Insights's Invesco QQQ Trust position peaked at $22.2M in Q2 2021.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.