ZIG
QQQ icon

Zuckerman Investment Group’s Invesco QQQ Trust QQQ Stock Holding History

Zuckerman Investment Group’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 		$5.26M Sell
9,112
-115
-1% -$69.9K 0.49% 46
2025
Q4 		$5.67M Sell
9,227
-303
-3% -$186K 0.51% 45
2025
Q3 		$5.72M Buy
9,530
+1
+0% +$573 0.53% 47
2025
Q2 		$5.26M Sell
9,529
-978
-9% -$486K 0.51% 48
2025
Q1 		$4.93M Sell
10,507
-42
-0.4% -$21.3K 0.53% 49
2024
Q4 		$5.47M Sell
10,549
-36
-0.3% -$18.2K 0.52% 49
2024
Q3 		$5.17M Sell
10,585
-16
-0.2% -$7.57K 0.53% 48
2024
Q2 		$5.08M Buy
10,601
+4
+0% +$1.8K 0.59% 44
2024
Q1 		$4.71M Buy
10,597
+959
+10% +$411K 0.53% 42
2023
Q4 		$3.95M Sell
9,638
-95
-1% -$36.1K 0.51% 46
2023
Q3 		$3.49M Sell
9,733
-15
-0.2% -$5.56K 0.5% 46
2023
Q2 		$3.6M Buy
9,748
+8
+0.1% +$2.69K 0.52% 45
2023
Q1 		$3.13M Sell
9,740
-9
-0.1% -$2.65K 0.47% 46
2022
Q4 		$2.6M Buy
9,749
+1,822
+23% +$504K 0.41% 48
2022
Q3 		$2.12M Sell
7,927
-1,181
-13% -$356K 0.4% 46
2022
Q2 		$2.55M Buy
9,108
+1,194
+15% +$371K 0.46% 47
2022
Q1 		$2.87M Sell
7,914
-1
-0% -$355 0.46% 48
2021
Q4 		$3.15M Sell
7,915
-72
-0.9% -$27.8K 0.49% 48
2021
Q3 		$2.86M Sell
7,987
-13
-0.2% -$4.79K 0.47% 51
2021
Q2 		$2.83M Buy
8,000
+1,657
+26% +$557K 0.45% 50
2021
Q1 		$2.02M Buy
6,343
+2,639
+71% +$844K 0.33% 49
2020
Q4 		$1.16M Buy
3,704
+1,978
+115% +$581K 0.21% 50
2020
Q3 		$480K Buy
1,726
+164
+10% +$44.5K 0.11% 57
2020
Q2 		$387K Buy
+1,562
New +$350K 0.09% 58

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

Zuckerman Investment Group's QQQ Position: Q1 2026 in Review

Zuckerman Investment Group reduced its Invesco QQQ Trust (QQQ) stake by 1.2% in Q1 2026, selling an estimated $69.9K and leaving 9,112 shares worth $5.26M. The position accounts for 0.49% of the portfolio, ranked #46.

Zuckerman Investment Group first reported a position in QQQ in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.72M in Q3 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Zuckerman Investment Group held 9,112 shares of Invesco QQQ Trust worth $5.26M as of Q1 2026.
  • Zuckerman Investment Group sold 115 Invesco QQQ Trust shares in Q1 2026, an estimated $69.9K.
  • Invesco QQQ Trust made up 0.49% of Zuckerman Investment Group's portfolio in Q1 2026, its #46 holding.
  • Zuckerman Investment Group first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 24 quarters since.
  • Zuckerman Investment Group's Invesco QQQ Trust position peaked at $5.72M in Q3 2025.
  • 3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.