Guild Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Guild Investment Management’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	–	Sell	-665	Closed	-$409K	–	54
2025 Q4	$409K	Sell	665 -384	-37%	-$236K	0.3%	35
2025 Q3	$630K	Buy	+1,049	New	+$601K	0.5%	34
2021 Q1	–	Sell	-2,480	Closed	-$778K	–	84
2020 Q4	$778K	Buy	+2,480	New	+$728K	0.86%	41
2020 Q1	–	Sell	-3,510	Closed	-$746K	–	46
2019 Q4	$746K	Sell	3,510 -11,170	-76%	-$2.24M	0.96%	32
2019 Q3	$2.77M	Buy	+14,680	New	+$2.78M	3.83%	6
2018 Q4	–	Sell	-14,200	Closed	-$2.64M	–	34
2018 Q3	$2.64M	Sell	14,200 -5,000	-26%	-$905K	2.66%	13
2018 Q2	$3.3M	Buy	+19,200	New	+$3.22M	6.35%	6
2015 Q2	–	Sell	-22,000	Closed	-$2.32M	–	24
2015 Q1	$2.32M	Buy	+22,000	New	+$2.31M	1.98%	17
2013 Q3	–	Sell	-62,800	Closed	-$4.48M	–	46
2013 Q2	$4.48M	Buy	+62,800	New	+$4.48M	4.37%	5

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

Guild Investment Management's QQQ Position: Q1 2026 in Review

Guild Investment Management sold out of Invesco QQQ Trust (QQQ) in Q1 2026, closing a stake of 665 shares — an estimated $409K sold.

Guild Investment Management first reported a position in QQQ in Q2 2013 and held it in 9 quarters. The position peaked at $4.48M in Q2 2013. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Guild Investment Management reported no remaining Invesco QQQ Trust position as of Q1 2026 after selling out during the quarter.
Guild Investment Management sold 665 Invesco QQQ Trust shares in Q1 2026, an estimated $409K.
Guild Investment Management first reported a position in Invesco QQQ Trust in Q2 2013 and held it in 9 quarters.
Guild Investment Management's Invesco QQQ Trust position peaked at $4.48M in Q2 2013.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Guild Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.