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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
2025
Q3 		– Sell
-30,000
Closed -$4.14K – 196
2025
Q2 		$4.14K Buy
+30,000
New +$14.9M ﹤0.01% 191

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 $445B AUM 25.58% 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. 3,834 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.
  • 3,834 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.