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Index Fund Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Index Fund 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 		$1.1M Buy
1,904
+133
+8% +$80.8K 0.05% 62
2025
Q4 		$1.09M Buy
1,771
+1
+0.1% +$614 0.05% 61
2025
Q3 		$1.06M Buy
1,770
+44
+3% +$25.2K 0.05% 59
2025
Q2 		$952K Buy
1,726
+349
+25% +$174K 0.05% 57
2025
Q1 		$646K Hold
1,377
– – 0.04% 48
2024
Q4 		$704K Sell
1,377
-16
-1% -$8.09K 0.04% 48
2024
Q3 		$680K Buy
1,393
+155
+13% +$73.4K 0.04% 50
2024
Q2 		$593K Buy
1,238
+200
+19% +$90K 0.03% 56
2024
Q1 		$461K Sell
1,038
-56
-5% -$24K 0.03% 62
2023
Q4 		$448K Sell
1,094
-74
-6% -$28.1K 0.03% 55
2023
Q3 		$419K Hold
1,168
– – 0.03% 59
2023
Q2 		$432K Buy
1,168
+166
+17% +$55.9K 0.03% 56
2023
Q1 		$321K Hold
1,002
– – 0.02% 71
2022
Q4 		$267K Sell
1,002
-84
-8% -$23.2K 0.02% 70
2022
Q3 		$290K Sell
1,086
-118
-10% -$35.6K 0.02% 69
2022
Q2 		$338K Sell
1,204
-400
-25% -$124K 0.03% 64
2022
Q1 		$582K Buy
1,604
+400
+33% +$142K 0.04% 50
2021
Q4 		$479K Buy
+1,204
New +$465K 0.03% 60

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

Index Fund Advisors's QQQ Position: Q1 2026 in Review

Index Fund Advisors increased its Invesco QQQ Trust (QQQ) stake by 7.5% in Q1 2026, buying an estimated $80.8K and bringing the position to 1,904 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #62.

Index Fund Advisors first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Index Fund Advisors held 1,904 shares of Invesco QQQ Trust worth $1.1M as of Q1 2026.
  • Index Fund Advisors bought 133 Invesco QQQ Trust shares in Q1 2026, an estimated $80.8K.
  • Invesco QQQ Trust made up 0.05% of Index Fund Advisors's portfolio in Q1 2026, its #62 holding.
  • Index Fund Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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