Guggenheim Capital’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.31M Buy
7,464
+1,534
+26% +$932K 0.03% 480
2025
Q4
$3.64M Buy
5,930
+18
+0.3% +$11K 0.03% 513
2025
Q3
$3.55M Sell
5,912
-73
-1% -$41.8K 0.03% 530
2025
Q2
$3.3M Sell
5,985
-996
-14% -$495K 0.03% 523
2025
Q1
$3.28M Buy
6,981
+1,203
+21% +$611K 0.03% 524
2024
Q4
$2.95M Buy
5,778
+3,149
+120% +$1.59M 0.02% 546
2024
Q3
$1.28M Buy
2,629
+142
+6% +$67.2K 0.01% 990
2024
Q2
$1.19M Sell
2,487
-43,602
-95% -$19.6M 0.01% 1027
2024
Q1
$20.5M Sell
46,089
-527
-1% -$226K 0.14% 139
2023
Q4
$19.1M Buy
46,616
+1,485
+3% +$564K 0.14% 141
2023
Q3
$16.2M Sell
45,131
-62,332
-58% -$23.1M 0.14% 156
2023
Q2
$39.7M Sell
107,463
-48,360
-31% -$16.3M 0.31% 59
2023
Q1
$50M Sell
155,823
-23,746
-13% -$7.01M 0.42% 38
2022
Q4
$47.8M Buy
179,569
+19,632
+12% +$5.43M 0.42% 38
2022
Q3
$42.7M Buy
159,937
+1,317
+0.8% +$397K 0.39% 36
2022
Q2
$44.5M Sell
158,620
-78,097
-33% -$24.2M 0.35% 41
2022
Q1
$85.8M Buy
236,717
+9,732
+4% +$3.46M 0.52% 23
2021
Q4
$90.3M Buy
226,985
+48,187
+27% +$18.6M 0.47% 28
2021
Q3
$64M Sell
178,798
-97
-0.1% -$35.7K 0.38% 36
2021
Q2
$63.4M Sell
178,895
-8,167
-4% -$2.75M 0.37% 34
2021
Q1
$59.7M Buy
187,062
+16,449
+10% +$5.26M 0.39% 32
2020
Q4
$53.5M Buy
170,613
+5,156
+3% +$1.51M 0.34% 37
2020
Q3
$46M Sell
165,457
-9,387
-5% -$2.55M 0.33% 49
2020
Q2
$43.3M Sell
174,844
-18,749
-10% -$4.2M 0.33% 48
2020
Q1
$36.9M Sell
193,593
-80,314
-29% -$17M 0.37% 38
2019
Q4
$58.2M Sell
273,907
-20,723
-7% -$4.15M 0.44% 27
2019
Q3
$55.6M Sell
294,630
-10,741
-4% -$2.04M 0.44% 23
2019
Q2
$57M Sell
305,371
-10,750
-3% -$1.98M 0.46% 22
2019
Q1
$56.8M Sell
316,121
-13,296
-4% -$2.26M 0.46% 22
2018
Q4
$50.8M Sell
329,417
-10,633
-3% -$1.78M 0.43% 23
2018
Q3
$63.2M Sell
340,050
-19,364
-5% -$3.5M 0.41% 22
2018
Q2
$61.7M Sell
359,414
-26,277
-7% -$4.41M 0.41% 17
2018
Q1
$61.8M Sell
385,691
-32,511
-8% -$5.37M 0.15% 195
2017
Q4
$65.1M Sell
418,202
-18,440
-4% -$2.81M 0.15% 186
2017
Q3
$63.5M Sell
436,642
-13,127
-3% -$1.88M 0.15% 161
2017
Q2
$61.9M Sell
449,769
-25,391
-5% -$3.49M 0.16% 167
2017
Q1
$62.9M Buy
475,160
+164,282
+53% +$21M 0.17% 145
2016
Q4
$36.8M Sell
310,878
-24,707
-7% -$2.92M 0.11% 404
2016
Q3
$39.8M Sell
335,585
-27,843
-8% -$3.21M 0.12% 280
2016
Q2
$39.1M Sell
363,428
-281,871
-44% -$30.5M 0.12% 276
2016
Q1
$70.5M Buy
645,299
+86,108
+15% +$8.94M 0.22% 61
2015
Q4
$62.6M Sell
559,191
-32,000
-5% -$3.57M 0.18% 103
2015
Q3
$60.2M Sell
591,191
-6,563
-1% -$705K 0.19% 91
2015
Q2
$64M Sell
597,754
-449,207
-43% -$48.8M 0.16% 123
2015
Q1
$111M Sell
1,046,961
-172,584
-14% -$18.1M 0.26% 26
2014
Q4
$126M Buy
1,219,545
+1,053,600
+635% +$107M 0.32% 17
2014
Q3
$16.4M Sell
165,945
-462,700
-74% -$45.1M 0.04% 720
2014
Q2
$59M Buy
628,645
+144,200
+30% +$12.9M 0.15% 136
2014
Q1
$42.5M Sell
484,445
-245,100
-34% -$21.7M 0.12% 215
2013
Q4
$64.2M Buy
729,545
+550,275
+307% +$45.8M 0.2% 79
2013
Q3
$14.1M Sell
179,270
-1,459,780
-89% -$111M 0.05% 670
2013
Q2
$117M Buy
+1,639,050
New +$117M 0.49% 6

Other funds holding QQQ

Guggenheim Capital's QQQ Position: Q1 2026 in Review

Guggenheim Capital increased its Invesco QQQ Trust (QQQ) stake by 26% in Q1 2026, buying an estimated $932K and bringing the position to 7,464 shares worth $4.31M. The position accounts for 0.03% of the portfolio, ranked #480.

Guggenheim Capital first reported a position in QQQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $126M in Q4 2014. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Guggenheim Capital held 7,464 shares of Invesco QQQ Trust worth $4.31M as of Q1 2026.
  • Guggenheim Capital bought 1,534 Invesco QQQ Trust shares in Q1 2026, an estimated $932K.
  • Invesco QQQ Trust made up 0.03% of Guggenheim Capital's portfolio in Q1 2026, its #480 holding.
  • Guggenheim Capital first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's Invesco QQQ Trust position peaked at $126M in Q4 2014.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.