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Stokes Family Office’s Invesco QQQ Trust QQQ Stock Holding History

Stokes Family Office’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 		$454K Buy
786
+21
+3% +$12.8K 0.05% 195
2025
Q4 		$470K Buy
765
+383
+100% +$235K 0.04% 201
2025
Q3 		$229K Buy
+382
New +$219K 0.02% 245

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

Stokes Family Office's QQQ Position: Q1 2026 in Review

Stokes Family Office increased its Invesco QQQ Trust (QQQ) stake by 2.7% in Q1 2026, buying an estimated $12.8K and bringing the position to 786 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #195.

Stokes Family Office first reported a position in QQQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $470K in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Stokes Family Office held 786 shares of Invesco QQQ Trust worth $454K as of Q1 2026.
  • Stokes Family Office bought 21 Invesco QQQ Trust shares in Q1 2026, an estimated $12.8K.
  • Invesco QQQ Trust made up 0.05% of Stokes Family Office's portfolio in Q1 2026, its #195 holding.
  • Stokes Family Office first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 3 quarters since.
  • Stokes Family Office's Invesco QQQ Trust position peaked at $470K in Q4 2025.
  • 3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.