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Lugano Financial Advisors SA (LFA)’s Invesco QQQ Trust QQQ Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$2.48M Sell
4,302
-335
-7% -$204K 1.26% 21
2025
Q4 		$2.85M Buy
4,637
+18
+0.4% +$11K 1.47% 19
2025
Q3 		$2.77M Buy
+4,619
New +$2.64M 1.46% 22
2025
Q2 		– Sell
-4,599
Closed -$2.16M – 257
2025
Q1 		$2.16M Sell
4,599
-308
-6% -$156K 1.47% 23
2024
Q4 		$2.51M Buy
4,907
+3
+0.1% +$1.52K 1.64% 24
2024
Q3 		$2.39M Sell
4,904
-37
-0.7% -$17.5K 1.63% 22
2024
Q2 		$2.37M Buy
4,941
+11
+0.2% +$4.95K 1.8% 20
2024
Q1 		$2.19M Buy
4,930
+2,354
+91% +$1.01M 1.59% 23
2023
Q4 		$1.05M Sell
2,576
-1,620
-39% -$615K 0.83% 32
2023
Q3 		$1.5M Buy
4,196
+70
+2% +$26K 1.29% 22
2023
Q2 		$1.52M Buy
4,126
+2,545
+161% +$857K 1.01% 27
2023
Q1 		$507K Sell
1,581
-140
-8% -$41.3K 0.38% 36
2022
Q4 		$458K Sell
1,721
-165
-9% -$45.6K 0.34% 39
2022
Q3 		$504K Hold
1,886
– – 0.4% 43
2022
Q2 		$528K Buy
1,886
+395
+26% +$123K 0.37% 41
2022
Q1 		$540K Hold
1,491
– – 0.36% 41
2021
Q4 		$593K Sell
1,491
-193
-11% -$74.5K 0.34% 40
2021
Q3 		$603K Hold
1,684
– – 0.4% 39
2021
Q2 		$597K Buy
1,684
+24
+1% +$8.07K 0.38% 39
2021
Q1 		$530K Sell
1,660
-365
-18% -$117K 0.37% 39
2020
Q4 		$635K Sell
2,025
-468
-19% -$137K 0.49% 33
2020
Q3 		$735K Sell
2,493
-92
-4% -$25K 0.68% 32
2020
Q2 		$643K Sell
2,585
-1,583
-38% -$355K 0.68% 30
2020
Q1 		$913K Sell
4,168
-154
-4% -$32.6K 0.82% 28
2019
Q4 		$919K Buy
+4,322
New +$865K 0.67% 29
2019
Q2 		$830K Sell
4,442
-293
-6% -$53.9K 0.51% 29
2019
Q1 		$850K Sell
4,735
-2,006
-30% -$340K 0.51% 28
2018
Q4 		$1.25M Hold
6,741
– – 0.87% 20
2018
Q3 		$1.25M Sell
6,741
-56
-0.8% -$10.1K 0.87% 20
2018
Q2 		$1.16M Buy
+6,797
New +$1.14M 1.11% 25

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

Lugano Financial Advisors SA (LFA)'s QQQ Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its Invesco QQQ Trust (QQQ) stake by 7.2% in Q1 2026, selling an estimated $204K and leaving 4,302 shares worth $2.48M. The position accounts for 1.26% of the portfolio, ranked #21.

Lugano Financial Advisors SA (LFA) first reported a position in QQQ in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.85M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 4,302 shares of Invesco QQQ Trust worth $2.48M as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) sold 335 Invesco QQQ Trust shares in Q1 2026, an estimated $204K.
  • Invesco QQQ Trust made up 1.26% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #21 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Invesco QQQ Trust in Q2 2018 and has held it in 30 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Invesco QQQ Trust position peaked at $2.85M in Q4 2025.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.