Ratan Capital Management’s Invesco QQQ Trust QQQ Stock Holding History

Ratan Capital 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	$9.47M	Buy	30,467 +29,603	+3,426%	+$18M	3.51%	8
2025 Q4	$531K	Buy	+864	New	+$530K	0.15%	34
2024 Q1	–	Sell	-5,316	Closed	-$2.18M	–	52
2023 Q4	$2.18M	Buy	+5,316	New	+$2.02M	1.42%	19
2023 Q1	–	Sell	-164,067	Closed	-$43.7M	–	31
2022 Q4	$43.7M	Buy	+164,067	New	+$45.4M	30.39%	1
2022 Q3	–	Sell	-89,281	Closed	-$25M	–	26
2022 Q2	$25M	Buy	89,281 +75,481	+547%	+$23.4M	21.04%	1
2022 Q1	$5M	Buy	+13,800	New	+$4.9M	3.47%	11

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

Ratan Capital Management's QQQ Position: Q1 2026 in Review

Ratan Capital Management increased its Invesco QQQ Trust (QQQ) stake by 3,426% in Q1 2026, buying an estimated $18M and bringing the position to 30,467 shares worth $9.47M. The position accounts for 3.51% of the portfolio, ranked #8.

Ratan Capital Management first reported a position in QQQ in Q1 2022 and has held it in 6 quarters since. The position peaked at $43.7M in Q4 2022. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Ratan Capital Management held 30,467 shares of Invesco QQQ Trust worth $9.47M as of Q1 2026.
Ratan Capital Management bought 29,603 Invesco QQQ Trust shares in Q1 2026, an estimated $18M.
Invesco QQQ Trust made up 3.51% of Ratan Capital Management's portfolio in Q1 2026, its #8 holding.
Ratan Capital Management first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 6 quarters since.
Ratan Capital Management's Invesco QQQ Trust position peaked at $43.7M in Q4 2022.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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