Orcam Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Orcam Financial 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
2026 Q1	$539K	Hold	934	–	–	0.38%	38
2025 Q4	$574K	Hold	934	–	–	0.43%	34
2025 Q3	$561K	Buy	934 +75	+9%	+$42.9K	0.45%	33
2025 Q2	$474K	Sell	859 -54	-6%	-$26.9K	0.41%	33
2025 Q1	$428K	Hold	913	–	–	0.4%	33
2024 Q4	$467K	Buy	913 +103	+13%	+$52.1K	0.45%	32
2024 Q3	$395K	Hold	810	–	–	0.38%	31
2024 Q2	$388K	Hold	810	–	–	0.42%	30
2024 Q1	$360K	Hold	810	–	–	0.39%	30
2023 Q4	$332K	Hold	810	–	–	0.41%	27
2023 Q3	$290K	Sell	810 -171	-17%	-$63.4K	0.39%	26
2023 Q2	$362K	Hold	981	–	–	0.5%	25
2023 Q1	$315K	Hold	981	–	–	0.44%	28
2022 Q4	$261K	Sell	981 -1	-0.1%	-$277	0.4%	27
2022 Q3	$262K	Hold	982	–	–	0.44%	21
2022 Q2	$275K	Hold	982	–	–	0.44%	23
2022 Q1	$356K	Buy	982 +172	+21%	+$61.1K	0.51%	23
2021 Q4	$322K	Buy	+810	New	+$313K	0.44%	26

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

Orcam Financial Group's QQQ Position: Q1 2026 in Review

Orcam Financial Group held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 934 shares worth $539K. The position accounts for 0.38% of the portfolio, ranked #38.

Orcam Financial Group first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $574K in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Orcam Financial Group held 934 shares of Invesco QQQ Trust worth $539K as of Q1 2026.
Orcam Financial Group left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.38% of Orcam Financial Group's portfolio in Q1 2026, its #38 holding.
Orcam Financial Group first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
Orcam Financial Group's Invesco QQQ Trust position peaked at $574K in Q4 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.