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StoneX Group’s Invesco QQQ Trust QQQ Stock Holding History

StoneX 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
2026
Q1 		$31.8M Buy
55,128
+20,819
+61% +$12.6M 1.71% 11
2025
Q4 		$21.1M Sell
34,309
-16,978
-33% -$10.4M 0.92% 21
2025
Q3 		$30.8M Buy
51,287
+2,101
+4% +$1.2M 1.34% 10
2025
Q2 		$27.1M Buy
49,186
+14,991
+44% +$7.46M 1.32% 14
2025
Q1 		$16.1M Buy
34,195
+6,296
+23% +$3.2M 0.88% 18
2024
Q4 		$14.3M Buy
27,899
+1,130
+4% +$572K 0.78% 21
2024
Q3 		$13.1M Sell
26,769
-1,941
-7% -$919K 5.87% 1
2024
Q2 		$13.8M Buy
28,710
+6,099
+27% +$2.74M 6.44% 1
2024
Q1 		$10.1M Sell
22,611
-5,301
-19% -$2.27M 5.19% 1
2023
Q4 		$11.5M Sell
27,912
-16,983
-38% -$6.45M 6.12% 1
2023
Q3 		$16.1M Buy
44,895
+15,346
+52% +$5.69M 8.9% 1
2023
Q2 		$10.9M Buy
29,549
+8,943
+43% +$3.01M 6.16% 1
2023
Q1 		$6.62M Buy
20,606
+5,482
+36% +$1.62M 3.94% 2
2022
Q4 		$4.03M Buy
15,124
+1,138
+8% +$315K 0.59% 28
2022
Q3 		$3.75M Sell
13,986
-2,121
-13% -$640K 0.7% 29
2022
Q2 		$4.52M Sell
16,107
-7,010
-30% -$2.18M 0.74% 29
2022
Q1 		$8.39M Buy
23,117
+1,929
+9% +$685K 0.79% 23
2021
Q4 		$8.43M Buy
+21,188
New +$8.18M 0.97% 22
2019
Q1 		– Sell
-11,573
Closed -$1.78M – 233
2018
Q4 		$1.78M Sell
11,573
-710
-6% -$119K 1.72% 3
2018
Q3 		$2.28M Buy
12,283
+2,207
+22% +$399K 1.69% 3
2018
Q2 		$1.73M Buy
10,076
+509
+5% +$85.3K 1.49% 5
2018
Q1 		$1.53M Buy
9,567
+157
+2% +$25.9K 1.47% 7
2017
Q4 		$1.47M Buy
9,410
+354
+4% +$54K 1.53% 7
2017
Q3 		$1.32M Sell
9,056
-602
-6% -$86.3K 1.64% 6
2017
Q2 		$1.33M Buy
+9,658
New +$1.33M 0.41% 81

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

StoneX Group's QQQ Position: Q1 2026 in Review

StoneX Group increased its Invesco QQQ Trust (QQQ) stake by 61% in Q1 2026, buying an estimated $12.6M and bringing the position to 55,128 shares worth $31.8M. The position accounts for 1.71% of the portfolio, ranked #11.

StoneX Group first reported a position in QQQ in Q2 2017 and has held it in 25 quarters since. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • StoneX Group held 55,128 shares of Invesco QQQ Trust worth $31.8M as of Q1 2026.
  • StoneX Group bought 20,819 Invesco QQQ Trust shares in Q1 2026, an estimated $12.6M.
  • Invesco QQQ Trust made up 1.71% of StoneX Group's portfolio in Q1 2026, its #11 holding.
  • StoneX Group first reported a position in Invesco QQQ Trust in Q2 2017 and has held it in 25 quarters since.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.