Marmo Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Marmo Financial Group’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	$3.41M	Buy	5,915 +130	+2%	+$79K	1.69%	16
2025 Q4	$3.55M	Sell	5,785 -156	-3%	-$95.7K	1.68%	16
2025 Q3	$3.57M	Sell	5,941 -367	-6%	-$210K	1.73%	16
2025 Q2	$3.48M	Buy	6,308 +381	+6%	+$189K	1.73%	15
2025 Q1	$2.78M	Buy	5,927 +365	+7%	+$185K	1.52%	16
2024 Q4	$2.84M	Sell	5,562 -163	-3%	-$82.4K	1.54%	15
2024 Q3	$2.79M	Sell	5,725 -664	-10%	-$314K	1.49%	15
2024 Q2	$3.06M	Sell	6,389 -1,535	-19%	-$690K	1.85%	14
2024 Q1	$3.52M	Sell	7,924 -20,124	-72%	-$8.63M	2.14%	11
2023 Q4	$11.5M	Sell	28,048 -1,155	-4%	-$438K	8.72%	5
2023 Q3	$10.5M	Sell	29,203 -573	-2%	-$212K	9.93%	4
2023 Q2	$11M	Sell	29,776 -2,611	-8%	-$879K	9.94%	4
2023 Q1	$10.4M	Buy	+32,387	New	+$9.56M	9.89%	4

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

Marmo Financial Group's QQQ Position: Q1 2026 in Review

Marmo Financial Group increased its Invesco QQQ Trust (QQQ) stake by 2.2% in Q1 2026, buying an estimated $79K and bringing the position to 5,915 shares worth $3.41M. The position accounts for 1.69% of the portfolio, ranked #16.

Marmo Financial Group first reported a position in QQQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.5M in Q4 2023. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Marmo Financial Group held 5,915 shares of Invesco QQQ Trust worth $3.41M as of Q1 2026.
Marmo Financial Group bought 130 Invesco QQQ Trust shares in Q1 2026, an estimated $79K.
Invesco QQQ Trust made up 1.69% of Marmo Financial Group's portfolio in Q1 2026, its #16 holding.
Marmo Financial Group first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 13 quarters since.
Marmo Financial Group's Invesco QQQ Trust position peaked at $11.5M in Q4 2023.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.