M. Kulyk & Associates’s Invesco QQQ Trust QQQ Stock Holding History

M. Kulyk & Associates’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	$730K	Hold	1,265	–	–	0.14%	63
2025 Q4	$777K	Hold	1,265	–	–	0.15%	58
2025 Q3	$759K	Hold	1,265	–	–	0.15%	58
2025 Q2	$698K	Hold	1,265	–	–	0.15%	63
2025 Q1	$593K	Sell	1,265 -12	-0.9%	-$6.1K	0.14%	66
2024 Q4	$653K	Buy	1,277 +11	+0.9%	+$5.56K	0.14%	65
2024 Q3	$618K	Hold	1,266	–	–	0.12%	64
2024 Q2	$607K	Hold	1,266	–	–	0.14%	63
2024 Q1	$562K	Hold	1,266	–	–	0.13%	63
2023 Q4	$518K	Sell	1,266 -28	-2%	-$10.6K	0.12%	70
2023 Q3	$464K	Sell	1,294 -65	-5%	-$24.1K	0.13%	68
2023 Q2	$502K	Hold	1,359	–	–	0.14%	72
2023 Q1	$436K	Buy	1,359 +200	+17%	+$59K	0.13%	73
2022 Q4	$309K	Hold	1,159	–	–	0.1%	80
2022 Q3	$310K	Hold	1,159	–	–	0.11%	81
2022 Q2	$325K	Hold	1,159	–	–	0.1%	79
2022 Q1	$420K	Buy	1,159 +300	+35%	+$107K	0.11%	73
2021 Q4	$342K	Buy	+859	New	+$332K	0.09%	71

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

M. Kulyk & Associates's QQQ Position: Q1 2026 in Review

M. Kulyk & Associates held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 1,265 shares worth $730K. The position accounts for 0.14% of the portfolio, ranked #63.

M. Kulyk & Associates first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $777K in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

M. Kulyk & Associates held 1,265 shares of Invesco QQQ Trust worth $730K as of Q1 2026.
M. Kulyk & Associates left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.14% of M. Kulyk & Associates's portfolio in Q1 2026, its #63 holding.
M. Kulyk & Associates first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
M. Kulyk & Associates's Invesco QQQ Trust position peaked at $777K in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.