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Moneta Group Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-5,000
Closed -$801K – 580
2018
Q1 		$801K Buy
+5,000
New +$826K 0.11% 90

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

Moneta Group Investment Advisors's QQQ Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 11% in Q1 2026, buying an estimated $3.23M and bringing the position to 55,406 shares worth $32M. The position accounts for 0.24% of the portfolio, ranked #57.

Moneta Group Investment Advisors first reported a position in QQQ in Q1 2018 and has held it in 30 quarters since. 3,828 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Moneta Group Investment Advisors held 55,406 shares of Invesco QQQ Trust worth $32M as of Q1 2026.
  • Moneta Group Investment Advisors bought 5,324 Invesco QQQ Trust shares in Q1 2026, an estimated $3.23M.
  • Invesco QQQ Trust made up 0.24% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #57 holding.
  • Moneta Group Investment Advisors first reported a position in Invesco QQQ Trust in Q1 2018 and has held it in 30 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.