McDonough Capital Management’s Invesco QQQ Trust QQQ Stock Holding History

McDonough Capital 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	$1.03M	Buy	1,777 +15	+0.9%	+$9.11K	0.56%	26
2025 Q4	$1.08M	Sell	1,762 -10	-0.6%	-$6.14K	0.53%	25
2025 Q3	$1.06M	Hold	1,772	–	–	0.54%	25
2025 Q2	$978K	Buy	1,772 +4	+0.2%	+$1.99K	0.55%	26
2025 Q1	$829K	Buy	1,768 +39	+2%	+$19.8K	0.54%	27
2024 Q4	$884K	Hold	1,729	–	–	0.55%	25
2024 Q3	$844K	Sell	1,729 -4	-0.2%	-$1.89K	0.58%	25
2024 Q2	$830K	Buy	1,733 +27	+2%	+$12.1K	0.6%	25
2024 Q1	$757K	Buy	1,706 +95	+6%	+$40.7K	0.6%	25
2023 Q4	$660K	Hold	1,611	–	–	0.57%	24
2023 Q3	$577K	Hold	1,611	–	–	0.55%	25
2023 Q2	$595K	Buy	1,611 +6	+0.4%	+$2.02K	0.55%	25
2023 Q1	$515K	Buy	1,605 +1	+0.1%	+$295	0.53%	26
2022 Q4	$427K	Sell	1,604 -1	-0.1%	-$277	0.5%	28
2022 Q3	$429K	Hold	1,605	–	–	0.49%	26
2022 Q2	$450K	Hold	1,605	–	–	0.5%	28
2022 Q1	$582K	Hold	1,605	–	–	0.51%	26
2021 Q4	$639K	Buy	+1,605	New	+$620K	0.52%	26

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

McDonough Capital Management's QQQ Position: Q1 2026 in Review

McDonough Capital Management increased its Invesco QQQ Trust (QQQ) stake by 0.85% in Q1 2026, buying an estimated $9.11K and bringing the position to 1,777 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #26.

McDonough Capital Management first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

McDonough Capital Management held 1,777 shares of Invesco QQQ Trust worth $1.03M as of Q1 2026.
McDonough Capital Management bought 15 Invesco QQQ Trust shares in Q1 2026, an estimated $9.11K.
Invesco QQQ Trust made up 0.56% of McDonough Capital Management's portfolio in Q1 2026, its #26 holding.
McDonough Capital Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
McDonough Capital Management's Invesco QQQ Trust position peaked at $1.08M in Q4 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.