Liberty One Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Liberty One Investment Management’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	$1.67M	Buy	2,898 +2,702	+1,379%	+$1.64M	0.17%	87
2025 Q4	$120K	Sell	196 -2,923	-94%	-$1.79M	0.02%	136
2025 Q3	$1.87M	Buy	3,119 +14	+0.5%	+$8.02K	0.11%	83
2025 Q2	$1.71M	Sell	3,105 -152	-5%	-$75.6K	0.17%	79
2025 Q1	$1.53M	Buy	3,257 +278	+9%	+$141K	0.15%	81
2024 Q4	$1.52M	Buy	2,979 +314	+12%	+$159K	0.17%	80
2024 Q3	$1.3M	Buy	2,665 +8	+0.3%	+$3.79K	0.13%	84
2024 Q2	$1.27M	Buy	2,657 +1,127	+74%	+$507K	0.14%	82
2024 Q1	$679K	Buy	+1,530	New	+$656K	0.08%	111

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

Liberty One Investment Management's QQQ Position: Q1 2026 in Review

Liberty One Investment Management increased its Invesco QQQ Trust (QQQ) stake by 1,379% in Q1 2026, buying an estimated $1.64M and bringing the position to 2,898 shares worth $1.67M. The position accounts for 0.17% of the portfolio, ranked #87.

Liberty One Investment Management first reported a position in QQQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Liberty One Investment Management held 2,898 shares of Invesco QQQ Trust worth $1.67M as of Q1 2026.
Liberty One Investment Management bought 2,702 Invesco QQQ Trust shares in Q1 2026, an estimated $1.64M.
Invesco QQQ Trust made up 0.17% of Liberty One Investment Management's portfolio in Q1 2026, its #87 holding.
Liberty One Investment Management first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 9 quarters since.
Liberty One Investment Management's Invesco QQQ Trust position peaked at $1.87M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.