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MBA Advisors’s Invesco QQQ Trust QQQ Stock Holding History

MBA 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
2026
Q1 		$361K Buy
626
+15
+2% +$9.11K 0.14% 100
2025
Q4 		$376K Buy
+611
New +$375K 0.15% 99

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

MBA Advisors's QQQ Position: Q1 2026 in Review

MBA Advisors increased its Invesco QQQ Trust (QQQ) stake by 2.5% in Q1 2026, buying an estimated $9.11K and bringing the position to 626 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #100.

MBA Advisors first reported a position in QQQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $376K in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • MBA Advisors held 626 shares of Invesco QQQ Trust worth $361K as of Q1 2026.
  • MBA Advisors bought 15 Invesco QQQ Trust shares in Q1 2026, an estimated $9.11K.
  • Invesco QQQ Trust made up 0.14% of MBA Advisors's portfolio in Q1 2026, its #100 holding.
  • MBA Advisors first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 2 quarters since.
  • MBA Advisors's Invesco QQQ Trust position peaked at $376K in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.