Raymond James Financial
QQQ icon

Raymond James Financial’s Invesco QQQ Trust QQQ Stock Holding History

Raymond James Financial’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 		$2.36B Buy
4,083,654
+173,917
+4% +$106M 0.73% 16
2025
Q4 		$2.4B Sell
3,909,737
-18,633
-0.5% -$11.4M 0.75% 15
2025
Q3 		$2.36B Buy
3,928,370
+291,416
+8% +$167M 0.76% 16
2025
Q2 		$2.01B Buy
3,636,954
+141,498
+4% +$70.4M 0.69% 18
2025
Q1 		$1.64B Sell
3,495,456
-73,122
-2% -$37.2M 0.62% 20
2024
Q4 		$1.82B Buy
+3,568,578
New +$1.8B 0.67% 20

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial's QQQ Position: Q1 2026 in Review

Raymond James Financial increased its Invesco QQQ Trust (QQQ) stake by 4.4% in Q1 2026, buying an estimated $106M and bringing the position to 4,083,654 shares worth $2.36B. The position accounts for 0.73% of the portfolio, ranked #16.

Raymond James Financial first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.4B in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Raymond James Financial held 4,083,654 shares of Invesco QQQ Trust worth $2.36B as of Q1 2026.
  • Raymond James Financial bought 173,917 Invesco QQQ Trust shares in Q1 2026, an estimated $106M.
  • Invesco QQQ Trust made up 0.73% of Raymond James Financial's portfolio in Q1 2026, its #16 holding.
  • Raymond James Financial first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Invesco QQQ Trust position peaked at $2.4B in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.