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Viewpoint Capital Management’s Invesco QQQ Trust QQQ Stock Holding History

Viewpoint Capital Management’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 		$2.31M Buy
4,005
+240
+6% +$146K 1.08% 31
2025
Q4 		$2.31M Sell
3,765
-234
-6% -$144K 1% 29
2025
Q3 		$2.4M Buy
3,999
+266
+7% +$152K 1.06% 29
2025
Q2 		$2.06M Sell
3,733
-150
-4% -$74.6K 1.01% 30
2025
Q1 		$1.82M Buy
3,883
+415
+12% +$211K 0.98% 30
2024
Q4 		$1.77M Buy
3,468
+940
+37% +$475K 0.93% 29
2024
Q3 		$1.23M Buy
2,528
+453
+22% +$214K 0.69% 38
2024
Q2 		$994K Hold
2,075
– – 0.61% 42
2024
Q1 		$921K Sell
2,075
-437
-17% -$187K 0.59% 41
2023
Q4 		$1.03M Buy
2,512
+937
+59% +$356K 0.72% 37
2023
Q3 		$564K Buy
1,575
+32
+2% +$11.9K 0.45% 49
2023
Q2 		$570K Buy
1,543
+190
+14% +$64K 0.44% 50
2023
Q1 		$434K Hold
1,353
– – 0.39% 54
2022
Q4 		$360K Sell
1,353
-50
-4% -$13.8K 0.35% 61
2022
Q3 		$375K Hold
1,403
– – 0.37% 57
2022
Q2 		$393K Buy
1,403
+12
+0.9% +$3.72K 0.37% 58
2022
Q1 		$504K Hold
1,391
– – 0.39% 56
2021
Q4 		$553K Buy
+1,391
New +$537K 0.4% 56

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

Viewpoint Capital Management's QQQ Position: Q1 2026 in Review

Viewpoint Capital Management increased its Invesco QQQ Trust (QQQ) stake by 6.4% in Q1 2026, buying an estimated $146K and bringing the position to 4,005 shares worth $2.31M. The position accounts for 1.08% of the portfolio, ranked #31.

Viewpoint Capital Management first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.4M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Viewpoint Capital Management held 4,005 shares of Invesco QQQ Trust worth $2.31M as of Q1 2026.
  • Viewpoint Capital Management bought 240 Invesco QQQ Trust shares in Q1 2026, an estimated $146K.
  • Invesco QQQ Trust made up 1.08% of Viewpoint Capital Management's portfolio in Q1 2026, its #31 holding.
  • Viewpoint Capital Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
  • Viewpoint Capital Management's Invesco QQQ Trust position peaked at $2.4M in Q3 2025.
  • 3,828 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.