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SYM Financial Corp’s Invesco QQQ Trust QQQ Stock Holding History

SYM Financial Corp’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 		$564K Buy
977
+26
+3% +$15.8K 0.06% 115
2025
Q4 		$584K Sell
951
-17
-2% -$10.4K 0.06% 108
2025
Q3 		$581K Buy
968
+49
+5% +$28.1K 0.06% 98
2025
Q2 		$507K Sell
919
-24
-3% -$11.9K 0.06% 123
2025
Q1 		$442K Sell
943
-477
-34% -$242K 0.05% 121
2024
Q4 		$726K Buy
1,420
+641
+82% +$324K 0.09% 62
2024
Q3 		$380K Buy
779
+13
+2% +$6.15K 0.05% 95
2024
Q2 		$367K Sell
766
-107
-12% -$48.1K 0.06% 80
2024
Q1 		$388K Sell
873
-243
-22% -$104K 0.06% 58
2023
Q4 		$457K Buy
1,116
+57
+5% +$21.6K 0.07% 51
2023
Q3 		$379K Buy
1,059
+359
+51% +$133K 0.07% 56
2023
Q2 		$259K Buy
700
+44
+7% +$14.8K 0.05% 52
2023
Q1 		$210K Buy
+656
New +$194K 0.05% 61
2022
Q3 		– Sell
-997
Closed -$280K – 115
2022
Q2 		$280K Sell
997
-595
-37% -$185K 0.13% 42
2022
Q1 		$577K Buy
1,592
+564
+55% +$200K 0.25% 20
2021
Q4 		$409K Hold
1,028
– – 0.16% 26
2021
Q3 		$368K Buy
+1,028
New +$379K 0.22% 25

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

SYM Financial Corp's QQQ Position: Q1 2026 in Review

SYM Financial Corp increased its Invesco QQQ Trust (QQQ) stake by 2.7% in Q1 2026, buying an estimated $15.8K and bringing the position to 977 shares worth $564K. The position accounts for 0.06% of the portfolio, ranked #115.

SYM Financial Corp first reported a position in QQQ in Q3 2021 and has held it in 17 quarters since. The position peaked at $726K in Q4 2024. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • SYM Financial Corp held 977 shares of Invesco QQQ Trust worth $564K as of Q1 2026.
  • SYM Financial Corp bought 26 Invesco QQQ Trust shares in Q1 2026, an estimated $15.8K.
  • Invesco QQQ Trust made up 0.06% of SYM Financial Corp's portfolio in Q1 2026, its #115 holding.
  • SYM Financial Corp first reported a position in Invesco QQQ Trust in Q3 2021 and has held it in 17 quarters since.
  • SYM Financial Corp's Invesco QQQ Trust position peaked at $726K in Q4 2024.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.