Nutshell Asset Management’s Invesco QQQ Trust QQQ Stock Holding History

Nutshell Asset 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	$1.01M	Buy	+1,750	New	+$1.06M	0.55%	33

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 $377B AUM 19.32% 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

Nutshell Asset Management's QQQ Position: Q1 2026 in Review

Nutshell Asset Management opened a new position in Invesco QQQ Trust (QQQ) in Q1 2026: 1,750 shares worth $1.01M. The stake represents 0.55% of the portfolio and ranks #33 among its holdings.

3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Nutshell Asset Management held 1,750 shares of Invesco QQQ Trust worth $1.01M as of Q1 2026.
Invesco QQQ Trust was a new Nutshell Asset Management position in Q1 2026.
Invesco QQQ Trust made up 0.55% of Nutshell Asset Management's portfolio in Q1 2026, its #33 holding.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Nutshell Asset Management's 13F filing for Q1 2026, filed 14 May 2026.