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Greenberg Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Greenberg Financial 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
2025
Q4 		$9.16K Buy
+2
New +$1.23K ﹤0.01% 113
2025
Q2 		$368K Buy
500
+300
+150% +$149K 0.14% 79
2025
Q1 		$115K Buy
+200
New +$102K 0.05% 109

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Greenberg Financial Group's QQQ Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Invesco QQQ Trust (QQQ) in Q4 2025: 35,342 shares worth $21.7M. The stake represents 8.94% of the portfolio and ranks #2 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in QQQ as recently as Q2 2025.

Greenberg Financial Group first reported a position in QQQ in Q1 2025 and has held it in 3 quarters since. The position peaked at $25.3M in Q2 2025. 3,853 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • Greenberg Financial Group held 35,342 shares of Invesco QQQ Trust worth $21.7M as of Q4 2025.
  • Invesco QQQ Trust was a new Greenberg Financial Group position in Q4 2025.
  • Invesco QQQ Trust made up 8.94% of Greenberg Financial Group's portfolio in Q4 2025, its #2 holding.
  • Greenberg Financial Group first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Invesco QQQ Trust position peaked at $25.3M in Q2 2025.
  • 3,853 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.