Financial & Tax Architects’s Invesco QQQ Trust QQQ Stock Holding History

Financial & Tax Architects’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	$453K	Buy	784 +125	+19%	+$75.9K	0.1%	92
2025 Q4	$405K	Sell	659 -862	-57%	-$529K	0.09%	88
2025 Q3	$913K	Sell	1,521 -509	-25%	-$291K	0.2%	72
2025 Q2	$1.12M	Buy	2,030 +1,288	+174%	+$641K	0.27%	54
2025 Q1	$348K	Sell	742 -173	-19%	-$87.9K	0.09%	93
2024 Q4	$468K	Buy	915 +79	+9%	+$40K	0.12%	85
2024 Q3	$408K	Buy	+836	New	+$396K	0.1%	83
2024 Q2	–	Sell	-1,849	Closed	-$821K	–	90
2024 Q1	$821K	Buy	+1,849	New	+$793K	0.23%	55
2023 Q4	–	Sell	-2,436	Closed	-$873K	–	95
2023 Q3	$873K	Buy	+2,436	New	+$903K	0.27%	49

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial & Tax Architects's QQQ Position: Q1 2026 in Review

Financial & Tax Architects increased its Invesco QQQ Trust (QQQ) stake by 19% in Q1 2026, buying an estimated $75.9K and bringing the position to 784 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #92.

Financial & Tax Architects first reported a position in QQQ in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.12M in Q2 2025. 3,822 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Financial & Tax Architects held 784 shares of Invesco QQQ Trust worth $453K as of Q1 2026.
Financial & Tax Architects bought 125 Invesco QQQ Trust shares in Q1 2026, an estimated $75.9K.
Invesco QQQ Trust made up 0.1% of Financial & Tax Architects's portfolio in Q1 2026, its #92 holding.
Financial & Tax Architects first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 9 quarters since.
Financial & Tax Architects's Invesco QQQ Trust position peaked at $1.12M in Q2 2025.
3,822 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.