Mount Yale Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Mount Yale 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
2026 Q1	$54.3K	Buy	+500	New	+$304K	﹤0.01%	1087
2025 Q1	–	Sell	-400	Closed	-$65.3K	–	578
2024 Q4	$65.3K	Sell	400 -600	-60%	-$303K	0.01%	537
2024 Q3	$144K	Hold	1,000	–	–	0.01%	532
2024 Q2	$142K	Buy	+1,000	New	+$450K	0.01%	523
2022 Q1	–	Sell	-2,000	Closed	-$796K	–	494
2021 Q4	$796K	Buy	+2,000	New	+$772K	0.08%	238

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 $445B AUM 25.58% 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

Mount Yale Investment Advisors's QQQ Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 251% in Q1 2026, buying an estimated $11.4M and bringing the position to 26,324 shares worth $15.2M. The position accounts for 0.35% of the portfolio, ranked #60.

Mount Yale Investment Advisors first reported a position in QQQ in Q1 2018 and has held it in 30 quarters since. 3,833 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Mount Yale Investment Advisors held 26,324 shares of Invesco QQQ Trust worth $15.2M as of Q1 2026.
Mount Yale Investment Advisors bought 18,833 Invesco QQQ Trust shares in Q1 2026, an estimated $11.4M.
Invesco QQQ Trust made up 0.35% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #60 holding.
Mount Yale Investment Advisors first reported a position in Invesco QQQ Trust in Q1 2018 and has held it in 30 quarters since.
3,833 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.