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MidWestOne Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

MidWestOne Financial Group’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
Q4 		$2.39M Hold
3,884
– – 0.27% 78
2025
Q3 		$2.33M Buy
3,884
+100
+3% +$57.3K 0.28% 81
2025
Q2 		$2.09M Buy
3,784
+184
+5% +$91.5K 0.27% 80
2025
Q1 		$1.69M Sell
3,600
-100
-3% -$50.8K 0.24% 96
2024
Q4 		$1.89M Buy
3,700
+71
+2% +$35.9K 0.27% 79
2024
Q3 		$1.77M Sell
3,629
-576
-14% -$273K 0.24% 92
2024
Q2 		$2.01M Sell
4,205
-3,069
-42% -$1.38M 0.36% 68
2024
Q1 		$3.23M Buy
7,274
+376
+5% +$161K 0.58% 38
2023
Q4 		$2.82M Buy
6,898
+614
+10% +$233K 0.54% 45
2023
Q3 		$2.25M Buy
6,284
+2,511
+67% +$931K 0.51% 48
2023
Q2 		$1.39M Sell
3,773
-11
-0.3% -$3.7K 0.3% 84
2023
Q1 		$1.21M Buy
3,784
+883
+30% +$261K 0.27% 90
2022
Q4 		$772K Buy
2,901
+713
+33% +$197K 0.17% 136
2022
Q3 		$585K Buy
2,188
+1,188
+119% +$359K 0.15% 143
2022
Q2 		$280K Sell
1,000
-550
-35% -$171K 0.07% 194
2022
Q1 		$562K Sell
1,550
-214
-12% -$76K 0.12% 169
2021
Q4 		$702K Buy
1,764
+550
+45% +$212K 0.15% 152
2021
Q3 		$435K Hold
1,214
– – 0.1% 165
2021
Q2 		$430K Hold
1,214
– – 0.1% 161
2021
Q1 		$387K Hold
1,214
– – 0.09% 165
2020
Q4 		$381K Hold
1,214
– – 0.1% 161
2020
Q3 		$337K Buy
+1,214
New +$329K 0.11% 163
2020
Q2 		– Sell
-1,294
Closed -$246K – 168
2020
Q1 		$246K Hold
1,294
– – 0.09% 171
2019
Q4 		$275K Hold
1,294
– – 0.06% 201
2019
Q3 		$244K Hold
1,294
– – 0.08% 195
2019
Q2 		$242K Buy
+1,294
New +$238K 0.07% 233

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MidWestOne Financial Group's QQQ Position: Q4 2025 in Review

MidWestOne Financial Group held its Invesco QQQ Trust (QQQ) position steady in Q4 2025 at 3,884 shares worth $2.39M. The position accounts for 0.27% of the portfolio, ranked #78.

MidWestOne Financial Group first reported a position in QQQ in Q2 2019 and has held it in 26 quarters since. The position peaked at $3.23M in Q1 2024. 3,851 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • MidWestOne Financial Group held 3,884 shares of Invesco QQQ Trust worth $2.39M as of Q4 2025.
  • MidWestOne Financial Group left its Invesco QQQ Trust share count unchanged in Q4 2025.
  • Invesco QQQ Trust made up 0.27% of MidWestOne Financial Group's portfolio in Q4 2025, its #78 holding.
  • MidWestOne Financial Group first reported a position in Invesco QQQ Trust in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's Invesco QQQ Trust position peaked at $3.23M in Q1 2024.
  • 3,851 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.