Houlihan Financial Resource Group’s Invesco QQQ Trust QQQ Stock Holding History

Houlihan Financial Resource 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
2026 Q1	$320K	Hold	554	–	–	0.12%	93
2025 Q4	$344K	Buy	554 +4	+0.7%	+$2.46K	0.13%	90
2025 Q3	$330K	Hold	550	–	–	0.29%	61
2025 Q2	$311K	Hold	550	–	–	0.13%	94
2025 Q1	$258K	Hold	550	–	–	0.12%	95
2024 Q4	$281K	Sell	550 -1	-0.2%	-$506	0.12%	94
2024 Q3	$269K	Buy	551 +1	+0.2%	+$473	0.11%	96
2024 Q2	$264K	Hold	550	–	–	0.18%	56
2024 Q1	$244K	Hold	550	–	–	0.11%	92
2023 Q4	$225K	Buy	+550	New	+$209K	0.11%	93
2023 Q3	–	Sell	-34,100	Closed	-$11.5M	–	145
2023 Q2	$11.5M	Buy	+34,100	New	+$11.5M	0.36%	37

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

Houlihan Financial Resource Group's QQQ Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 554 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #93.

Houlihan Financial Resource Group first reported a position in QQQ in Q2 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q2 2023. 3,828 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Houlihan Financial Resource Group held 554 shares of Invesco QQQ Trust worth $320K as of Q1 2026.
Houlihan Financial Resource Group left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.12% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #93 holding.
Houlihan Financial Resource Group first reported a position in Invesco QQQ Trust in Q2 2023 and has held it in 11 quarters since.
Houlihan Financial Resource Group's Invesco QQQ Trust position peaked at $11.5M in Q2 2023.
3,828 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.