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IFC Advisors’s Invesco QQQ Trust QQQ Stock Holding History

IFC 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 		$275K Sell
476
-100
-17% -$60.8K 0.04% 129
2025
Q4 		$354K Sell
576
-461
-44% -$283K 0.05% 126
2025
Q3 		$623K Buy
1,037
+137
+15% +$78.5K 0.11% 97
2025
Q2 		$496K Buy
900
+362
+67% +$180K 0.09% 110
2025
Q1 		$252K Sell
538
-10
-2% -$5.08K 0.05% 141
2024
Q4 		$280K Buy
+548
New +$277K 0.06% 122

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFC Advisors's QQQ Position: Q1 2026 in Review

IFC Advisors reduced its Invesco QQQ Trust (QQQ) stake by 17% in Q1 2026, selling an estimated $60.8K and leaving 476 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #129.

IFC Advisors first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $623K in Q3 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • IFC Advisors held 476 shares of Invesco QQQ Trust worth $275K as of Q1 2026.
  • IFC Advisors sold 100 Invesco QQQ Trust shares in Q1 2026, an estimated $60.8K.
  • Invesco QQQ Trust made up 0.04% of IFC Advisors's portfolio in Q1 2026, its #129 holding.
  • IFC Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
  • IFC Advisors's Invesco QQQ Trust position peaked at $623K in Q3 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.