Stage Harbor Financial
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Stage Harbor Financial’s Invesco QQQ Trust QQQ Stock Holding History

Stage Harbor 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
Q3 		$303K Hold
410
– – 0.17% 50
2026
Q2 		$302K Hold
410
– – 0.17% 54
2026
Q1 		$237K Hold
410
– – 0.16% 54
2025
Q4 		$252K Sell
410
-15
-4% -$9.2K 0.17% 53
2025
Q3 		$255K Hold
425
– – 0.19% 51
2025
Q2 		$234K Buy
+425
New +$211K 0.19% 53
2025
Q1 		– Sell
-425
Closed -$217K – 63
2024
Q4 		$217K Sell
425
-3
-0.7% -$1.52K 0.19% 54
2024
Q3 		$211K Buy
+428
New +$203K 0.19% 48

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stage Harbor Financial's QQQ Position: Q3 2026 in Review

Stage Harbor Financial held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 410 shares worth $303K. The position accounts for 0.17% of the portfolio, ranked #50.

Stage Harbor Financial first reported a position in QQQ in Q3 2024 and has held it in 8 quarters since. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Stage Harbor Financial held 410 shares of Invesco QQQ Trust worth $303K as of Q3 2026.
  • Stage Harbor Financial left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.17% of Stage Harbor Financial's portfolio in Q3 2026, its #50 holding.
  • Stage Harbor Financial first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 8 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.