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Integrated Investment Consultants’s Invesco QQQ Trust QQQ Stock Holding History

Integrated Investment Consultants’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
2022
Q2 		– Sell
-500
Closed -$181K – 289
2022
Q1 		$181K Buy
+500
New +$178K 0.05% 281

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 $445B AUM 25.58% 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

Integrated Investment Consultants's QQQ Position: Q1 2026 in Review

Integrated Investment Consultants reduced its Invesco QQQ Trust (QQQ) stake by 13% in Q1 2026, selling an estimated $818K and leaving 8,837 shares worth $5.1M. The position accounts for 1.08% of the portfolio, ranked #23.

Integrated Investment Consultants first reported a position in QQQ in Q1 2016 and has held it in 33 quarters since. The position peaked at $6.43M in Q3 2021. 3,833 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Integrated Investment Consultants held 8,837 shares of Invesco QQQ Trust worth $5.1M as of Q1 2026.
  • Integrated Investment Consultants sold 1,347 Invesco QQQ Trust shares in Q1 2026, an estimated $818K.
  • Invesco QQQ Trust made up 1.08% of Integrated Investment Consultants's portfolio in Q1 2026, its #23 holding.
  • Integrated Investment Consultants first reported a position in Invesco QQQ Trust in Q1 2016 and has held it in 33 quarters since.
  • Integrated Investment Consultants's Invesco QQQ Trust position peaked at $6.43M in Q3 2021.
  • 3,833 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.