Independent Family Office’s Invesco QQQ Trust QQQ Stock Holding History

Independent Family Office’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	$600K	Hold	1,039	–	–	0.25%	53
2025 Q4	$638K	Hold	1,039	–	–	0.27%	48
2025 Q3	$624K	Hold	1,039	–	–	0.26%	48
2025 Q2	$573K	Sell	1,039 -396	-28%	-$197K	0.27%	49
2025 Q1	$673K	Hold	1,435	–	–	0.35%	42
2024 Q4	$734K	Sell	1,435 -1,153	-45%	-$583K	0.38%	41
2024 Q3	$1.24M	Buy	2,588 +153	+6%	+$72.4K	0.62%	28
2024 Q2	$1.17M	Sell	2,435 -153	-6%	-$68.8K	0.67%	27
2024 Q1	$1.15M	Buy	2,588 +153	+6%	+$65.6K	0.62%	29
2023 Q4	$997K	Hold	2,435	–	–	0.56%	34
2023 Q3	$872K	Buy	2,435 +400	+20%	+$148K	0.54%	33
2023 Q2	$752K	Hold	2,035	–	–	0.46%	37
2023 Q1	$653K	Hold	2,035	–	–	0.38%	41
2022 Q4	$542K	Hold	2,035	–	–	0.33%	44
2022 Q3	$544K	Hold	2,035	–	–	0.27%	45
2022 Q2	$570	Hold	2,035	–	–	0.28%	41
2022 Q1	$738K	Sell	2,035 -165	-8%	-$58.6K	0.24%	39
2021 Q4	$915K	Buy	2,200 +300	+16%	+$116K	0.35%	31
2021 Q3	$680K	Hold	1,900	–	–	0.28%	29
2021 Q2	$673K	Sell	1,900 -119	-6%	-$40K	0.26%	31
2021 Q1	$606K	Buy	2,019 +119	+6%	+$38.1K	0.24%	33
2020 Q4	$596K	Hold	1,900	–	–	0.25%	34
2020 Q3	$528K	Hold	1,900	–	–	0.25%	35
2020 Q2	$432K	Hold	1,900	–	–	0.22%	39
2020 Q1	$362K	Hold	1,900	–	–	0.23%	37
2019 Q4	$404K	Buy	+1,900	New	+$380K	0.25%	35

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

Independent Family Office's QQQ Position: Q1 2026 in Review

Independent Family Office held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 1,039 shares worth $600K. The position accounts for 0.25% of the portfolio, ranked #53.

Independent Family Office first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.24M in Q3 2024. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Independent Family Office held 1,039 shares of Invesco QQQ Trust worth $600K as of Q1 2026.
Independent Family Office left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.25% of Independent Family Office's portfolio in Q1 2026, its #53 holding.
Independent Family Office first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
Independent Family Office's Invesco QQQ Trust position peaked at $1.24M in Q3 2024.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.