Merkkuri Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Merkkuri Wealth 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	$3.91M	Sell	6,767 -443	-6%	-$269K	2.59%	10
2025 Q4	$4.43M	Sell	7,210 -603	-8%	-$370K	3.01%	9
2025 Q3	$4.69M	Sell	7,813 -1,002	-11%	-$574K	3.4%	7
2025 Q2	$4.86M	Buy	8,815 +9	+0.1%	+$4.48K	3.69%	6
2025 Q1	$4.13M	Sell	8,806 -3,085	-26%	-$1.57M	3.54%	7
2024 Q4	$6.08M	Sell	11,891 -12	-0.1%	-$6.07K	4.81%	4
2024 Q3	$5.81M	Sell	11,903 -122	-1%	-$57.7K	4.58%	5
2024 Q2	$5.76M	Buy	+12,025	New	+$5.41M	5.3%	3

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

Merkkuri Wealth Advisors's QQQ Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 6.1% in Q1 2026, selling an estimated $269K and leaving 6,767 shares worth $3.91M. The position accounts for 2.59% of the portfolio, ranked #10.

Merkkuri Wealth Advisors first reported a position in QQQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.08M in Q4 2024. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Merkkuri Wealth Advisors held 6,767 shares of Invesco QQQ Trust worth $3.91M as of Q1 2026.
Merkkuri Wealth Advisors sold 443 Invesco QQQ Trust shares in Q1 2026, an estimated $269K.
Invesco QQQ Trust made up 2.59% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Merkkuri Wealth Advisors first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Invesco QQQ Trust position peaked at $6.08M in Q4 2024.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.