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Syon Capital’s Invesco QQQ Trust QQQ Stock Holding History

Syon Capital’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 		$1M Buy
1,741
+216
+14% +$131K 0.05% 306
2025
Q4 		$937K Hold
1,525
– – 0.05% 327
2025
Q3 		$916K Sell
1,525
-290
-16% -$166K 0.05% 289
2025
Q2 		$1M Sell
1,815
-960
-35% -$477K 0.07% 215
2025
Q1 		$1.3M Buy
+2,775
New +$1.41M 0.11% 141
2024
Q1 		– Sell
-2,360
Closed -$966K – 499
2023
Q4 		$966K Buy
+2,360
New +$896K 0.04% 269

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

Syon Capital's QQQ Position: Q1 2026 in Review

Syon Capital increased its Invesco QQQ Trust (QQQ) stake by 14% in Q1 2026, buying an estimated $131K and bringing the position to 1,741 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #306.

Syon Capital first reported a position in QQQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.3M in Q1 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Syon Capital held 1,741 shares of Invesco QQQ Trust worth $1M as of Q1 2026.
  • Syon Capital bought 216 Invesco QQQ Trust shares in Q1 2026, an estimated $131K.
  • Invesco QQQ Trust made up 0.05% of Syon Capital's portfolio in Q1 2026, its #306 holding.
  • Syon Capital first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 6 quarters since.
  • Syon Capital's Invesco QQQ Trust position peaked at $1.3M in Q1 2025.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.