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Regal Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Regal Investment Advisors’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
2024
Q3 		– Sell
-46,300
Closed -$22.2M – 561
2024
Q2 		$22.2M Buy
+46,300
New +$20.8M 1.45% 9
2023
Q2 		– Sell
-16,600
Closed -$5.33M – 541
2023
Q1 		$5.33M Buy
+16,600
New +$4.9M 0.47% 61

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Regal Investment Advisors's QQQ Position: Q1 2026 in Review

Regal Investment Advisors reduced its Invesco QQQ Trust (QQQ) stake by 1.2% in Q1 2026, selling an estimated $406K and leaving 54,916 shares worth $31.7M. The position accounts for 1.83% of the portfolio, ranked #3.

Regal Investment Advisors first reported a position in QQQ in Q2 2013 and has held it in 48 quarters since. The position peaked at $37.8M in Q3 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Regal Investment Advisors held 54,916 shares of Invesco QQQ Trust worth $31.7M as of Q1 2026.
  • Regal Investment Advisors sold 669 Invesco QQQ Trust shares in Q1 2026, an estimated $406K.
  • Invesco QQQ Trust made up 1.83% of Regal Investment Advisors's portfolio in Q1 2026, its #3 holding.
  • Regal Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's Invesco QQQ Trust position peaked at $37.8M in Q3 2025.
  • 3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.