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Intrua Financial’s Invesco QQQ Trust QQQ Stock Holding History

Intrua Financial’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 		$2.83M Buy
4,903
+101
+2% +$61.4K 0.29% 68
2025
Q4 		$2.95M Sell
4,802
-91
-2% -$55.8K 0.31% 58
2025
Q3 		$2.94M Buy
4,893
+3,136
+178% +$1.8M 0.32% 58
2025
Q2 		$969K Sell
1,757
-71
-4% -$35.3K 0.13% 115
2025
Q1 		$857K Sell
1,828
-88
-5% -$44.7K 0.12% 127
2024
Q4 		$980K Sell
1,916
-653
-25% -$330K 0.15% 109
2024
Q3 		$1.25M Buy
2,569
+210
+9% +$99.4K 0.19% 102
2024
Q2 		$1.13M Buy
2,359
+319
+16% +$143K 0.17% 114
2024
Q1 		$906K Sell
2,040
-15,775
-89% -$6.76M 0.13% 147
2023
Q4 		$7.3M Sell
17,815
-1,319
-7% -$501K 1.07% 16
2023
Q3 		$6.86M Buy
19,134
+49
+0.3% +$18.2K 1.16% 15
2023
Q2 		$7.05M Sell
19,085
-60
-0.3% -$20.2K 1.19% 17
2023
Q1 		$6.22M Sell
19,145
-834
-4% -$246K 1.29% 17
2022
Q4 		$5.5M Buy
19,979
+495
+3% +$137K 1.27% 17
2022
Q3 		$5.21M Sell
19,484
-10,234
-34% -$3.09M 1.39% 14
2022
Q2 		$8.33M Sell
29,718
-18,382
-38% -$5.7M 1.77% 9
2022
Q1 		$17.4M Sell
48,100
-12,095
-20% -$4.3M 3.12% 2
2021
Q4 		$23.9M Buy
60,195
+3,257
+6% +$1.26M 4.19% 2
2021
Q3 		$21.6M Buy
56,938
+14,905
+35% +$5.49M 3.99% 3
2021
Q2 		$15.4M Sell
42,033
-21,588
-34% -$7.26M 3.68% 3
2021
Q1 		$21.6M Buy
63,621
+23,494
+59% +$7.51M 5.5% 2
2020
Q4 		$12.6M Buy
40,127
+1,965
+5% +$577K 5.63% 3
2020
Q3 		$11.1M Buy
38,162
+22,365
+142% +$6.07M 5.45% 3
2020
Q2 		$4.3M Buy
+15,797
New +$3.54M 1.64% 11

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

Intrua Financial's QQQ Position: Q1 2026 in Review

Intrua Financial increased its Invesco QQQ Trust (QQQ) stake by 2.1% in Q1 2026, buying an estimated $61.4K and bringing the position to 4,903 shares worth $2.83M. The position accounts for 0.29% of the portfolio, ranked #68.

Intrua Financial first reported a position in QQQ in Q2 2020 and has held it in 24 quarters since. The position peaked at $23.9M in Q4 2021. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Intrua Financial held 4,903 shares of Invesco QQQ Trust worth $2.83M as of Q1 2026.
  • Intrua Financial bought 101 Invesco QQQ Trust shares in Q1 2026, an estimated $61.4K.
  • Invesco QQQ Trust made up 0.29% of Intrua Financial's portfolio in Q1 2026, its #68 holding.
  • Intrua Financial first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 24 quarters since.
  • Intrua Financial's Invesco QQQ Trust position peaked at $23.9M in Q4 2021.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.