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Goodman Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History

Goodman Advisory Group’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 		$23.7K Hold
41
– – 0.01% 129
2025
Q4 		$25.2K Hold
41
– – 0.01% 122
2025
Q3 		$24.6K Buy
+41
New +$23.5K 0.01% 122
2025
Q2 		– Sell
-35
Closed -$16.4K – 188
2025
Q1 		$16.4K Buy
+35
New +$17.8K 0.01% 139
2024
Q2 		– Sell
-1,457
Closed -$647K – 201
2024
Q1 		$647K Buy
+1,457
New +$625K 0.21% 57

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

Goodman Advisory Group's QQQ Position: Q1 2026 in Review

Goodman Advisory Group held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 41 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #129.

Goodman Advisory Group first reported a position in QQQ in Q1 2024 and has held it in 5 quarters since. The position peaked at $647K in Q1 2024. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Goodman Advisory Group held 41 shares of Invesco QQQ Trust worth $23.7K as of Q1 2026.
  • Goodman Advisory Group left its Invesco QQQ Trust share count unchanged in Q1 2026.
  • Invesco QQQ Trust made up 0.01% of Goodman Advisory Group's portfolio in Q1 2026, its #129 holding.
  • Goodman Advisory Group first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 5 quarters since.
  • Goodman Advisory Group's Invesco QQQ Trust position peaked at $647K in Q1 2024.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.