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STALEY CAPITAL ADVISERS’s Invesco QQQ Trust QQQ Stock Holding History

STALEY CAPITAL ADVISERS’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 		$236K Buy
409
+5
+1% +$3.04K 0.01% 163
2025
Q4 		$248K Sell
404
-10
-2% -$6.14K 0.01% 168
2025
Q3 		$249K Hold
414
– – 0.01% 174
2025
Q2 		$228K Buy
+414
New +$206K 0.01% 173

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

STALEY CAPITAL ADVISERS's QQQ Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS increased its Invesco QQQ Trust (QQQ) stake by 1.2% in Q1 2026, buying an estimated $3.04K and bringing the position to 409 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #163.

STALEY CAPITAL ADVISERS first reported a position in QQQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q3 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • STALEY CAPITAL ADVISERS held 409 shares of Invesco QQQ Trust worth $236K as of Q1 2026.
  • STALEY CAPITAL ADVISERS bought 5 Invesco QQQ Trust shares in Q1 2026, an estimated $3.04K.
  • Invesco QQQ Trust made up 0.01% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #163 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 4 quarters since.
  • STALEY CAPITAL ADVISERS's Invesco QQQ Trust position peaked at $249K in Q3 2025.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.