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Iron Gate Global Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Iron Gate Global 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 		$4.44M Sell
7,683
-65
-0.8% -$39.5K 0.47% 24
2025
Q4 		$4.76M Buy
7,748
+367
+5% +$225K 0.49% 23
2025
Q3 		$4.43M Sell
7,381
-66
-0.9% -$37.8K 0.45% 25
2025
Q2 		$4.11M Sell
7,447
-287
-4% -$143K 0.46% 23
2025
Q1 		$3.63M Buy
7,734
+1,810
+31% +$920K 0.5% 24
2024
Q4 		$3.03M Buy
5,924
+1,092
+23% +$552K 0.43% 23
2024
Q3 		$2.36M Buy
4,832
+2,789
+137% +$1.32M 0.36% 26
2024
Q2 		$979K Sell
2,043
-273
-12% -$123K 0.16% 40
2024
Q1 		$1.03M Sell
2,316
-122
-5% -$52.3K 0.18% 41
2023
Q4 		$999K Sell
2,438
-35
-1% -$13.3K 0.2% 40
2023
Q3 		$885K Sell
2,473
-229
-8% -$84.9K 0.2% 41
2023
Q2 		$998K Sell
2,702
-96
-3% -$32.3K 0.22% 38
2023
Q1 		$899K Sell
2,798
-19,130
-87% -$5.64M 0.22% 39
2022
Q4 		$5.84M Buy
21,928
+18,245
+495% +$5.05M 1.6% 17
2022
Q3 		$987K Buy
3,683
+1,151
+45% +$347K 0.28% 31
2022
Q2 		$708K Buy
2,532
+6
+0.2% +$1.86K 0.2% 46
2022
Q1 		$917K Sell
2,526
-146
-5% -$51.9K 0.21% 40
2021
Q4 		$1.06M Buy
+2,672
New +$1.03M 0.25% 39
2021
Q2 		– Sell
-4,050
Closed -$1.36M – 112
2021
Q1 		$1.29M Sell
4,050
-4,565
-53% -$1.46M 0.41% 28
2020
Q4 		$2.7M Buy
8,615
+4,128
+92% +$1.21M 1% 19
2020
Q3 		$1.25M Buy
4,487
+552
+14% +$150K 0.53% 27
2020
Q2 		$1.07M Buy
+3,935
New +$882K 0.52% 29
2018
Q4 		– Sell
-916
Closed -$151K – 190
2018
Q3 		$151K Sell
916
-460
-33% -$83.2K 0.1% 71
2018
Q2 		$236K Hold
1,376
– – 0.17% 43
2018
Q1 		$220K Sell
1,376
-26
-2% -$4.29K 0.17% 48
2017
Q4 		$218K Sell
1,402
-250
-15% -$38.2K 0.18% 44
2017
Q3 		$240K Sell
1,652
-2,089
-56% -$299K 0.22% 42
2017
Q2 		$515K Buy
+3,741
New +$514K 0.57% 26

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

Iron Gate Global Advisors's QQQ Position: Q1 2026 in Review

Iron Gate Global Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.84% in Q1 2026, selling an estimated $39.5K and leaving 7,683 shares worth $4.44M. The position accounts for 0.47% of the portfolio, ranked #24.

Iron Gate Global Advisors first reported a position in QQQ in Q2 2017 and has held it in 28 quarters since. The position peaked at $5.84M in Q4 2022. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Iron Gate Global Advisors held 7,683 shares of Invesco QQQ Trust worth $4.44M as of Q1 2026.
  • Iron Gate Global Advisors sold 65 Invesco QQQ Trust shares in Q1 2026, an estimated $39.5K.
  • Invesco QQQ Trust made up 0.47% of Iron Gate Global Advisors's portfolio in Q1 2026, its #24 holding.
  • Iron Gate Global Advisors first reported a position in Invesco QQQ Trust in Q2 2017 and has held it in 28 quarters since.
  • Iron Gate Global Advisors's Invesco QQQ Trust position peaked at $5.84M in Q4 2022.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.