Stiles Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

Stiles Financial Services’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	$1.46M	Sell	2,525 -97	-4%	-$58.9K	0.45%	62
2025 Q4	$1.61M	Sell	2,622 -18	-0.7%	-$11K	0.5%	59
2025 Q3	$1.59M	Buy	2,640 +27	+1%	+$15.5K	0.5%	63
2025 Q2	$1.44M	Sell	2,613 -37	-1%	-$18.4K	0.5%	65
2025 Q1	$1.24M	Sell	2,650 -73	-3%	-$37.1K	0.48%	68
2024 Q4	$1.39M	Sell	2,723 -212	-7%	-$107K	0.5%	63
2024 Q3	$1.43M	Sell	2,935 -89	-3%	-$42.1K	0.5%	63
2024 Q2	$1.45M	Sell	3,024 -37	-1%	-$16.6K	0.56%	58
2024 Q1	$1.36M	Sell	3,061 -177	-5%	-$75.9K	0.54%	62
2023 Q4	$1.33M	Sell	3,238 -626	-16%	-$238K	0.6%	56
2023 Q3	$1.38M	Sell	3,864 -31	-0.8%	-$11.5K	0.72%	47
2023 Q2	$1.44M	Sell	3,895 -254	-6%	-$85.5K	0.71%	46
2023 Q1	$1.33M	Sell	4,149 -1,103	-21%	-$325K	0.72%	43
2022 Q4	$1.4M	Sell	5,252 -338	-6%	-$93.5K	0.8%	37
2022 Q3	$1.49M	Buy	5,590 +225	+4%	+$67.9K	0.91%	33
2022 Q2	$1.5M	Buy	5,365 +295	+6%	+$91.5K	0.9%	33
2022 Q1	$1.84M	Buy	5,070 +7	+0.1%	+$2.49K	0.92%	30
2021 Q4	$2.01M	Buy	+5,063	New	+$1.95M	0.97%	31

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

Stiles Financial Services's QQQ Position: Q1 2026 in Review

Stiles Financial Services reduced its Invesco QQQ Trust (QQQ) stake by 3.7% in Q1 2026, selling an estimated $58.9K and leaving 2,525 shares worth $1.46M. The position accounts for 0.45% of the portfolio, ranked #62.

Stiles Financial Services first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.01M in Q4 2021. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Stiles Financial Services held 2,525 shares of Invesco QQQ Trust worth $1.46M as of Q1 2026.
Stiles Financial Services sold 97 Invesco QQQ Trust shares in Q1 2026, an estimated $58.9K.
Invesco QQQ Trust made up 0.45% of Stiles Financial Services's portfolio in Q1 2026, its #62 holding.
Stiles Financial Services first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
Stiles Financial Services's Invesco QQQ Trust position peaked at $2.01M in Q4 2021.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.