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Nalls Sherbakoff Group’s Invesco QQQ Trust QQQ Stock Holding History

Nalls Sherbakoff 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 		$2.44M Buy
3,965
+407
+11% +$250K 1.76% 10
2025
Q3 		$2.14M Buy
3,558
+1,194
+51% +$684K 1.44% 13
2025
Q2 		$1.3M Buy
2,364
+1,635
+224% +$813K 0.95% 23
2025
Q1 		$342K Buy
+729
New +$370K 0.28% 60
2023
Q4 		$81.9K Buy
+200
New +$75.9K 0.07% 130
2023
Q3 		– Sell
-200
Closed -$69.6K – 480
2023
Q2 		$69.6K Hold
200
– – 0.07% 138
2023
Q1 		$63.1K Buy
+200
New +$59K 0.06% 146
2018
Q4 		$332K Buy
+2,150
New +$360K 0.53% 38

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

Nalls Sherbakoff Group's QQQ Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Invesco QQQ Trust (QQQ) stake by 11% in Q4 2025, buying an estimated $250K and bringing the position to 3,965 shares worth $2.44M. The position accounts for 1.76% of the portfolio, ranked #10.

Nalls Sherbakoff Group first reported a position in QQQ in Q4 2018 and has held it in 8 quarters since. 3,853 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • Nalls Sherbakoff Group held 3,965 shares of Invesco QQQ Trust worth $2.44M as of Q4 2025.
  • Nalls Sherbakoff Group bought 407 Invesco QQQ Trust shares in Q4 2025, an estimated $250K.
  • Invesco QQQ Trust made up 1.76% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #10 holding.
  • Nalls Sherbakoff Group first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 8 quarters since.
  • 3,853 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.