Guidance Point Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Guidance Point Advisors’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	$1.07M	Sell	1,858 -59	-3%	-$35.8K	0.25%	39
2025 Q4	$1.18M	Buy	1,917 +172	+10%	+$106K	0.27%	36
2025 Q3	$1.05M	Sell	1,745 -43	-2%	-$24.6K	0.25%	38
2025 Q2	$987K	Buy	1,788 +578	+48%	+$287K	0.25%	39
2025 Q1	$567K	Sell	1,210 -102	-8%	-$51.8K	0.16%	48
2024 Q4	$671K	Buy	1,312 +85	+7%	+$43K	0.19%	47
2024 Q3	$598K	Buy	1,227 +3	+0.2%	+$1.42K	0.17%	47
2024 Q2	$587K	Buy	1,224 +4	+0.3%	+$1.8K	0.18%	46
2024 Q1	$543K	Buy	1,220 +100	+9%	+$42.9K	0.18%	46
2023 Q4	$460K	Sell	1,120 -150	-12%	-$56.9K	0.17%	44
2023 Q3	$455K	Buy	1,270 +3	+0.2%	+$1.11K	0.19%	47
2023 Q2	$468K	Sell	1,267 -94	-7%	-$31.6K	0.18%	52
2023 Q1	$437K	Sell	1,361 -24	-2%	-$7.08K	0.18%	52
2022 Q4	$369K	Buy	1,385 +159	+13%	+$44K	0.16%	55
2022 Q3	$327K	Buy	1,226 +250	+26%	+$75.5K	0.15%	62
2022 Q2	$273K	Buy	976 +169	+21%	+$52.4K	0.12%	70
2022 Q1	$292K	Buy	807 +19	+2%	+$6.75K	0.11%	76
2021 Q4	$313K	Buy	788 +32	+4%	+$12.4K	0.11%	66
2021 Q3	$269K	Sell	756 -17	-2%	-$6.26K	0.1%	74
2021 Q2	$274K	Buy	773 +1	+0.1%	+$336	0.11%	74
2021 Q1	$246K	Buy	+772	New	+$247K	0.1%	80

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

Guidance Point Advisors's QQQ Position: Q1 2026 in Review

Guidance Point Advisors reduced its Invesco QQQ Trust (QQQ) stake by 3.1% in Q1 2026, selling an estimated $35.8K and leaving 1,858 shares worth $1.07M. The position accounts for 0.25% of the portfolio, ranked #39.

Guidance Point Advisors first reported a position in QQQ in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.18M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Guidance Point Advisors held 1,858 shares of Invesco QQQ Trust worth $1.07M as of Q1 2026.
Guidance Point Advisors sold 59 Invesco QQQ Trust shares in Q1 2026, an estimated $35.8K.
Invesco QQQ Trust made up 0.25% of Guidance Point Advisors's portfolio in Q1 2026, its #39 holding.
Guidance Point Advisors first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 21 quarters since.
Guidance Point Advisors's Invesco QQQ Trust position peaked at $1.18M in Q4 2025.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.