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Means Investment Company’s Invesco QQQ Trust QQQ Stock Holding History

Means Investment Company’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 		$1.42M Sell
2,455
-26
-1% -$15.8K 0.12% 73
2025
Q4 		$1.52M Sell
2,481
-3
-0.1% -$1.84K 0.13% 69
2025
Q3 		$1.49M Sell
2,484
-140
-5% -$80.2K 0.13% 70
2025
Q2 		$1.45M Buy
2,624
+648
+33% +$322K 0.14% 73
2025
Q1 		$926K Sell
1,976
-367
-16% -$186K 0.1% 89
2024
Q4 		$1.2M Sell
2,343
-94
-4% -$47.5K 0.12% 86
2024
Q3 		$1.19M Buy
2,437
+15
+0.6% +$7.1K 0.13% 86
2024
Q2 		$1.16M Buy
2,422
+263
+12% +$118K 0.14% 83
2024
Q1 		$959K Buy
2,159
+254
+13% +$109K 0.12% 92
2023
Q4 		$780K Buy
1,905
+139
+8% +$52.8K 0.11% 106
2023
Q3 		$633K Sell
1,766
-8
-0.5% -$2.97K 0.1% 112
2023
Q2 		$655K Sell
1,774
-53
-3% -$17.8K 0.1% 108
2023
Q1 		$586K Buy
1,827
+854
+88% +$252K 0.1% 107
2022
Q4 		$259K Sell
973
-533
-35% -$147K 0.05% 167
2022
Q3 		$403K Buy
1,506
+157
+12% +$47.4K 0.09% 130
2022
Q2 		$378K Buy
1,349
+221
+20% +$68.6K 0.08% 132
2022
Q1 		$409K Sell
1,128
-237
-17% -$84.2K 0.07% 129
2021
Q4 		$543K Sell
1,365
-6
-0.4% -$2.32K 0.1% 110
2021
Q3 		$491K Buy
1,371
+1
+0.1% +$368 0.1% 111
2021
Q2 		$486K Sell
1,370
-392
-22% -$132K 0.1% 116
2021
Q1 		$562K Buy
1,762
+42
+2% +$13.4K 0.13% 99
2020
Q4 		$575K Buy
1,720
+754
+78% +$221K 0.13% 94
2020
Q3 		$285K Sell
966
-16
-2% -$4.34K 0.08% 121
2020
Q2 		$260K Buy
982
+3
+0.3% +$672 0.08% 122
2020
Q1 		$207K Hold
979
– – 0.08% 126
2019
Q4 		$219K Buy
+979
New +$196K 0.07% 132

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

Means Investment Company's QQQ Position: Q1 2026 in Review

Means Investment Company reduced its Invesco QQQ Trust (QQQ) stake by 1% in Q1 2026, selling an estimated $15.8K and leaving 2,455 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #73.

Means Investment Company first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.52M in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Means Investment Company held 2,455 shares of Invesco QQQ Trust worth $1.42M as of Q1 2026.
  • Means Investment Company sold 26 Invesco QQQ Trust shares in Q1 2026, an estimated $15.8K.
  • Invesco QQQ Trust made up 0.12% of Means Investment Company's portfolio in Q1 2026, its #73 holding.
  • Means Investment Company first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
  • Means Investment Company's Invesco QQQ Trust position peaked at $1.52M in Q4 2025.
  • 3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.