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Gould Capital’s Invesco QQQ Trust QQQ Stock Holding History

Gould Capital’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 		$29.6K Hold
51
– – 0.02% 108
2025
Q4 		$31.5K Sell
51
-10
-16% -$6.14K 0.02% 100
2025
Q3 		$36.8K Sell
61
-153
-71% -$87.6K 0.02% 97
2025
Q2 		$118K Sell
214
-74
-26% -$36.8K 0.08% 58
2025
Q1 		$135K Hold
288
– – 0.09% 54
2024
Q4 		$147K Sell
288
-7
-2% -$3.54K 0.1% 55
2024
Q3 		$144K Hold
295
– – 0.09% 58
2024
Q2 		$141K Hold
295
– – 0.1% 54
2024
Q1 		$131K Hold
295
– – 0.09% 54
2023
Q4 		$121K Buy
295
+5
+2% +$1.9K 0.09% 56
2023
Q3 		$105K Buy
290
+13
+5% +$4.82K 0.08% 55
2023
Q2 		$102K Buy
277
+114
+70% +$38.4K 0.08% 57
2023
Q1 		$52.3K Sell
163
-2,684
-94% -$792K 0.04% 77
2022
Q4 		$758K Buy
2,847
+2,840
+40,571% +$785K 0.61% 41
2022
Q3 		$2K Hold
7
– – ﹤0.01% 179
2022
Q2 		$2K Hold
7
– – ﹤0.01% 190
2022
Q1 		$3K Sell
7
-7
-50% -$2.49K ﹤0.01% 173
2021
Q4 		$6K Buy
+14
New +$5.41K ﹤0.01% 172

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

Gould Capital's QQQ Position: Q1 2026 in Review

Gould Capital held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 51 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #108.

Gould Capital first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $758K in Q4 2022. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Gould Capital held 51 shares of Invesco QQQ Trust worth $29.6K as of Q1 2026.
  • Gould Capital left its Invesco QQQ Trust share count unchanged in Q1 2026.
  • Invesco QQQ Trust made up 0.02% of Gould Capital's portfolio in Q1 2026, its #108 holding.
  • Gould Capital first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
  • Gould Capital's Invesco QQQ Trust position peaked at $758K in Q4 2022.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.