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Moseley Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Moseley Investment Management’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 		$995K Buy
1,725
+59
+4% +$35.8K 0.32% 62
2025
Q4 		$1.02M Sell
1,666
-9
-0.5% -$5.52K 0.32% 63
2025
Q3 		$1.01M Buy
1,675
+43
+3% +$24.6K 0.31% 61
2025
Q2 		$900K Sell
1,632
-45
-3% -$22.4K 0.31% 65
2025
Q1 		$786K Hold
1,677
– – 0.31% 72
2024
Q4 		$857K Buy
1,677
+26
+2% +$13.2K 0.33% 66
2024
Q3 		$806K Sell
1,651
-4
-0.2% -$1.89K 0.32% 68
2024
Q2 		$793K Sell
1,655
-77
-4% -$34.6K 0.37% 63
2024
Q1 		$769K Buy
1,732
+184
+12% +$78.9K 0.38% 63
2023
Q4 		$634K Buy
1,548
+229
+17% +$86.9K 0.35% 69
2023
Q3 		$473K Buy
1,319
+77
+6% +$28.6K 0.28% 82
2023
Q2 		$459K Hold
1,242
– – 0.27% 86
2023
Q1 		$398K Buy
1,242
+70
+6% +$20.7K 0.26% 89
2022
Q4 		$312K Sell
1,172
-29
-2% -$8.02K 0.22% 100
2022
Q3 		$321K Buy
1,201
+166
+16% +$50.1K 0.24% 98
2022
Q2 		$290K Buy
1,035
+6
+0.6% +$1.86K 0.2% 115
2022
Q1 		$373K Sell
1,029
-494
-32% -$175K 0.2% 114
2021
Q4 		$606K Sell
1,523
-4
-0.3% -$1.54K 0.28% 92
2021
Q3 		$550K Sell
1,527
-12
-0.8% -$4.42K 0.28% 94
2021
Q2 		$546K Buy
1,539
+22
+1% +$7.4K 0.27% 90
2021
Q1 		$484K Sell
1,517
-100
-6% -$32K 0.27% 95
2020
Q4 		$507K Buy
1,617
+90
+6% +$26.4K 0.29% 87
2020
Q3 		$424K Sell
1,527
-75
-5% -$20.3K 0.3% 83
2020
Q2 		$397K Buy
1,602
+289
+22% +$64.8K 0.33% 74
2020
Q1 		$250K Sell
1,313
-537
-29% -$114K 0.29% 94
2019
Q4 		$393K Buy
1,850
+1
+0.1% +$200 0.39% 77
2019
Q3 		$349K Sell
1,849
-1,035
-36% -$196K 0.37% 79
2019
Q2 		$539K Buy
2,884
+435
+18% +$80.1K 0.5% 57
2019
Q1 		$440K Buy
+2,449
New +$416K 0.46% 63

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moseley Investment Management's QQQ Position: Q1 2026 in Review

Moseley Investment Management increased its Invesco QQQ Trust (QQQ) stake by 3.5% in Q1 2026, buying an estimated $35.8K and bringing the position to 1,725 shares worth $995K. The position accounts for 0.32% of the portfolio, ranked #62.

Moseley Investment Management first reported a position in QQQ in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.02M in Q4 2025. 3,839 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Moseley Investment Management held 1,725 shares of Invesco QQQ Trust worth $995K as of Q1 2026.
  • Moseley Investment Management bought 59 Invesco QQQ Trust shares in Q1 2026, an estimated $35.8K.
  • Invesco QQQ Trust made up 0.32% of Moseley Investment Management's portfolio in Q1 2026, its #62 holding.
  • Moseley Investment Management first reported a position in Invesco QQQ Trust in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Invesco QQQ Trust position peaked at $1.02M in Q4 2025.
  • 3,839 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.