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Sonora Investment Management Group’s Invesco QQQ Trust QQQ Stock Holding History

Sonora Investment Management 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
2025
Q3 		$3.87M Buy
6,447
+86
+1% +$49.2K 0.27% 75
2025
Q2 		$3.51M Buy
6,361
+310
+5% +$154K 0.26% 79
2025
Q1 		$2.84M Buy
6,051
+943
+18% +$479K 0.22% 87
2024
Q4 		$2.61M Buy
5,108
+810
+19% +$410K 0.2% 95
2024
Q3 		$2.1M Sell
4,298
-770
-15% -$364K 0.16% 106
2024
Q2 		$2.25M Hold
5,068
– – 0.18% 105
2024
Q1 		$2.25M Buy
+5,068
New +$2.17M 0.18% 105
2023
Q4 		– Sell
-4,861
Closed -$1.74M – 286
2023
Q3 		$1.74M Buy
4,861
+704
+17% +$261K 0.15% 113
2023
Q2 		$1.54M Buy
4,157
+650
+19% +$219K 0.13% 120
2023
Q1 		$1.13M Buy
3,507
+250
+8% +$73.8K 0.1% 131
2022
Q4 		$867K Buy
3,257
+1,282
+65% +$354K 0.08% 139
2022
Q3 		$553K Hold
1,975
– – 0.07% 124
2022
Q2 		$553K Buy
1,975
+295
+18% +$91.5K 0.05% 155
2022
Q1 		$609K Buy
1,680
+384
+30% +$136K 0.07% 126
2021
Q4 		$516K Buy
+1,296
New +$500K 0.06% 132

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sonora Investment Management Group's QQQ Position: Q3 2025 in Review

Sonora Investment Management Group increased its Invesco QQQ Trust (QQQ) stake by 1.4% in Q3 2025, buying an estimated $49.2K and bringing the position to 6,447 shares worth $3.87M. The position accounts for 0.27% of the portfolio, ranked #75.

Sonora Investment Management Group first reported a position in QQQ in Q4 2021 and has held it in 15 quarters since. 3,563 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Sonora Investment Management Group held 6,447 shares of Invesco QQQ Trust worth $3.87M as of Q3 2025.
  • Sonora Investment Management Group bought 86 Invesco QQQ Trust shares in Q3 2025, an estimated $49.2K.
  • Invesco QQQ Trust made up 0.27% of Sonora Investment Management Group's portfolio in Q3 2025, its #75 holding.
  • Sonora Investment Management Group first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 15 quarters since.
  • 3,563 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.