Paladin Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-5,753	Closed	-$1.53M	–	440
2022 Q4	$1.53M	Sell	5,753 -104	-2%	-$28.8K	1.31%	28
2022 Q3	$1.56M	Buy	5,857 +397	+7%	+$120K	1.43%	23
2022 Q2	$1.53M	Buy	+5,460	New	+$1.69M	1.32%	25
2022 Q1	–	Sell	-3,970	Closed	-$1.58M	–	457
2021 Q4	$1.58M	Buy	+3,970	New	+$1.53M	1.28%	25

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

Paladin Advisory Group's QQQ Position: Q1 2026 in Review

Paladin Advisory Group reduced its Invesco QQQ Trust (QQQ) stake by 3.6% in Q1 2026, selling an estimated $160K and leaving 6,979 shares worth $4.03M. The position accounts for 3.06% of the portfolio, ranked #9.

Paladin Advisory Group first reported a position in QQQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.45M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Paladin Advisory Group held 6,979 shares of Invesco QQQ Trust worth $4.03M as of Q1 2026.
Paladin Advisory Group sold 263 Invesco QQQ Trust shares in Q1 2026, an estimated $160K.
Invesco QQQ Trust made up 3.06% of Paladin Advisory Group's portfolio in Q1 2026, its #9 holding.
Paladin Advisory Group first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Invesco QQQ Trust position peaked at $4.45M in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.