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
2025 Q4	–	Sell	-42,800	Closed	-$5.96M	–	116
2025 Q3	$5.96M	Buy	+42,800	New	+$24.5M	0.61%	22
2024 Q3	–	Sell	-32,800	Closed	-$3.97M	–	102
2024 Q2	$3.97M	Buy	32,800 +200	+0.6%	+$90K	0.66%	20
2024 Q1	$3.15M	Sell	32,600 -5,500	-14%	-$2.36M	0.56%	21
2023 Q4	$3.74M	Sell	38,100 -800	-2%	-$304K	0.74%	19
2023 Q3	$2.47M	Hold	38,900	–	–	0.56%	24
2023 Q2	$3.11M	Sell	38,900 -9,100	-19%	-$3.06M	0.67%	21
2023 Q1	$1.68M	Sell	48,000 -2,400	-5%	-$708K	0.41%	28
2022 Q4	$749K	Sell	50,400 -400	-0.8%	-$111K	0.2%	44
2022 Q3	$856K	Buy	+50,800	New	+$15.3M	0.24%	34
2021 Q4	–	Sell	-2,658	Closed	-$947K	–	124
2021 Q3	$947K	Buy	2,658 +2,547	+2,295%	+$938K	0.26%	40
2021 Q2	$1.18M	Sell	111 -11,289	-99%	-$3.8M	0.33%	33
2021 Q1	$922K	Buy	+11,400	New	+$3.65M	0.29%	38
2020 Q4	–	Sell	-4,501	Closed	-$471K	–	101
2020 Q3	$471K	Buy	+4,501	New	+$1.22M	0.2%	55

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.