United Capital Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

United Capital Financial Advisors’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	$4.33M	Hold	7,500	–	–	0.03%	382
2025 Q4	$4.61M	Buy	+7,500	New	+$4.6M	0.03%	365
2019 Q4	–	Sell	-80	Closed	-$1.51M	–	1417
2019 Q3	$1.51M	Buy	+80	New	+$15.2K	0.01%	642
2019 Q2	–	Sell	-1,400	Closed	-$252K	–	1491
2019 Q1	$252K	Buy	+1,400	New	+$238K	﹤0.01%	1193

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's QQQ Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.43% in Q1 2026, selling an estimated $609K and leaving 233,511 shares worth $135M. The position accounts for 0.83% of the portfolio, ranked #24.

United Capital Financial Advisors first reported a position in QQQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $144M in Q4 2025. 3,833 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

United Capital Financial Advisors held 233,511 shares of Invesco QQQ Trust worth $135M as of Q1 2026.
United Capital Financial Advisors sold 1,003 Invesco QQQ Trust shares in Q1 2026, an estimated $609K.
Invesco QQQ Trust made up 0.83% of United Capital Financial Advisors's portfolio in Q1 2026, its #24 holding.
United Capital Financial Advisors first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's Invesco QQQ Trust position peaked at $144M in Q4 2025.
3,833 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.