IA
QQQ icon

Insight Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Insight 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 		$6.64M Sell
11,509
-1,004
-8% -$610K 1.26% 10
2025
Q4 		$7.69M Buy
12,513
+471
+4% +$289K 1.16% 16
2025
Q3 		$7.24M Sell
12,042
-99
-0.8% -$56.7K 1.11% 13
2025
Q2 		$6.7M Sell
12,141
-50
-0.4% -$24.9K 1.07% 14
2025
Q1 		$5.72M Buy
12,191
+539
+5% +$274K 0.99% 15
2024
Q4 		$6.01M Buy
11,652
+2,353
+25% +$1.19M 1.01% 15
2024
Q3 		$4.54M Buy
9,299
+217
+2% +$103K 0.78% 18
2024
Q2 		$4.35M Buy
9,082
+886
+11% +$398K 0.79% 18
2024
Q1 		$3.64M Buy
8,196
+1,271
+18% +$545K 0.7% 20
2023
Q4 		$2.84M Buy
6,925
+279
+4% +$106K 0.6% 26
2023
Q3 		$2.38M Buy
6,646
+467
+8% +$173K 0.54% 28
2023
Q2 		$2.28M Sell
6,179
-671
-10% -$226K 0.51% 32
2023
Q1 		$2.2M Sell
6,850
-306
-4% -$90.3K 0.52% 30
2022
Q4 		$1.89M Sell
7,156
-449
-6% -$124K 0.66% 37
2022
Q3 		$2.03M Sell
7,605
-148
-2% -$44.7K 0.8% 30
2022
Q2 		$2.52M Sell
7,753
-3,303
-30% -$1.02M 0.85% 27
2022
Q1 		$4.01M Sell
11,056
-2,229
-17% -$792K 1.2% 13
2021
Q4 		$5.29M Buy
+13,285
New +$5.13M 1.56% 9
2021
Q3 		– Sell
-12,690
Closed -$4.63M – 330
2021
Q2 		$4.63M Buy
12,690
+6
+0% +$2.02K 1.45% 10
2021
Q1 		$4.29M Sell
12,684
-874
-6% -$279K 1.36% 11
2020
Q4 		$4.25M Buy
+13,558
New +$3.98M 1.61% 8

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

Insight Advisors's QQQ Position: Q1 2026 in Review

Insight Advisors reduced its Invesco QQQ Trust (QQQ) stake by 8% in Q1 2026, selling an estimated $610K and leaving 11,509 shares worth $6.64M. The position accounts for 1.26% of the portfolio, ranked #10.

Insight Advisors first reported a position in QQQ in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.69M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Insight Advisors held 11,509 shares of Invesco QQQ Trust worth $6.64M as of Q1 2026.
  • Insight Advisors sold 1,004 Invesco QQQ Trust shares in Q1 2026, an estimated $610K.
  • Invesco QQQ Trust made up 1.26% of Insight Advisors's portfolio in Q1 2026, its #10 holding.
  • Insight Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 21 quarters since.
  • Insight Advisors's Invesco QQQ Trust position peaked at $7.69M in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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