Sensible Money’s Invesco QQQ Trust QQQ Stock Holding History

Sensible Money’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	$446K	Hold	772	–	–	0.14%	49
2025 Q4	$474K	Sell	772 -14	-2%	-$8.59K	0.15%	46
2025 Q3	$472K	Buy	786 +13	+2%	+$7.44K	0.16%	45
2025 Q2	$426K	Sell	773 -438	-36%	-$218K	0.16%	48
2025 Q1	$568K	Hold	1,211	–	–	0.24%	33
2024 Q4	$619K	Buy	1,211 +175	+17%	+$88.5K	0.27%	32
2024 Q3	$506K	Buy	1,036 +69	+7%	+$32.7K	0.22%	38
2024 Q2	$463K	Hold	967	–	–	0.23%	38
2024 Q1	$429K	Hold	967	–	–	0.23%	42
2023 Q4	$396K	Hold	967	–	–	0.24%	39
2023 Q3	$346K	Hold	967	–	–	0.24%	42
2023 Q2	$357K	Sell	967 -25	-3%	-$8.42K	0.26%	43
2023 Q1	$318K	Hold	992	–	–	0.27%	47
2022 Q4	$264K	Buy	+992	New	+$274K	0.28%	51

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

Sensible Money's QQQ Position: Q1 2026 in Review

Sensible Money held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 772 shares worth $446K. The position accounts for 0.14% of the portfolio, ranked #49.

Sensible Money first reported a position in QQQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $619K in Q4 2024. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Sensible Money held 772 shares of Invesco QQQ Trust worth $446K as of Q1 2026.
Sensible Money left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.14% of Sensible Money's portfolio in Q1 2026, its #49 holding.
Sensible Money first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 14 quarters since.
Sensible Money's Invesco QQQ Trust position peaked at $619K in Q4 2024.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.