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Strategic Advocates’s Invesco QQQ Trust QQQ Stock Holding History

Strategic Advocates’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 		$1.42M Sell
2,466
-55,963
-96% -$34M 6.3% 1
2025
Q4 		$36.2M Buy
58,429
+1,776
+3% +$1.09M 9.26% 1
2025
Q3 		$34M Buy
56,653
+2,105
+4% +$1.21M 8.86% 2
2025
Q2 		$30.1M Buy
54,548
+1,097
+2% +$546K 8.93% 1
2025
Q1 		$25.1M Buy
53,451
+3,243
+6% +$1.65M 8.71% 2
2024
Q4 		$25.7M Buy
50,208
+923
+2% +$467K 8.67% 2
2024
Q3 		$24.1M Buy
49,285
+2
+0% +$946 8.61% 3
2024
Q2 		$23.6M Buy
49,283
+4,454
+10% +$2M 9.37% 1
2024
Q1 		$19.9M Buy
44,829
+42,729
+2,035% +$18.3M 7.66% 3
2023
Q4 		$860K Buy
2,100
+1,185
+130% +$450K 0.37% 54
2023
Q3 		$328K Buy
+915
New +$339K 0.15% 104

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

Strategic Advocates's QQQ Position: Q1 2026 in Review

Strategic Advocates reduced its Invesco QQQ Trust (QQQ) stake by 96% in Q1 2026, selling an estimated $34M and leaving 2,466 shares worth $1.42M. The position accounts for 6.3% of the portfolio, ranked #1.

Strategic Advocates first reported a position in QQQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $36.2M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Strategic Advocates held 2,466 shares of Invesco QQQ Trust worth $1.42M as of Q1 2026.
  • Strategic Advocates sold 55,963 Invesco QQQ Trust shares in Q1 2026, an estimated $34M.
  • Invesco QQQ Trust made up 6.3% of Strategic Advocates's portfolio in Q1 2026, its #1 holding.
  • Strategic Advocates first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 11 quarters since.
  • Strategic Advocates's Invesco QQQ Trust position peaked at $36.2M in Q4 2025.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.