Midwest Trust’s Invesco QQQ Trust QQQ Stock Holding History

Midwest Trust’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	$12.3M	Buy	21,339 +6,779	+47%	+$4.12M	0.15%	138
2025 Q4	$8.94M	Buy	14,560 +1,665	+13%	+$1.02M	0.11%	161
2025 Q3	$7.74M	Buy	12,895 +800	+7%	+$458K	0.1%	170
2025 Q2	$6.67M	Buy	+12,095	New	+$6.02M	0.09%	176

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

Midwest Trust's QQQ Position: Q1 2026 in Review

Midwest Trust increased its Invesco QQQ Trust (QQQ) stake by 47% in Q1 2026, buying an estimated $4.12M and bringing the position to 21,339 shares worth $12.3M. The position accounts for 0.15% of the portfolio, ranked #138.

Midwest Trust first reported a position in QQQ in Q2 2025 and has held it in 4 quarters since. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Midwest Trust held 21,339 shares of Invesco QQQ Trust worth $12.3M as of Q1 2026.
Midwest Trust bought 6,779 Invesco QQQ Trust shares in Q1 2026, an estimated $4.12M.
Invesco QQQ Trust made up 0.15% of Midwest Trust's portfolio in Q1 2026, its #138 holding.
Midwest Trust first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 4 quarters since.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.