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QQQ
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Position history for Steward Partners Investment Advisory, LLC's holdings in Invesco QQQ Trust, Series 1 UNIT SER 1

Steward Partners Investment Advisory, LLC holds 341,391 shares of QQQ (Invesco QQQ Trust, Series 1 UNIT SER 1), worth $197M as of 2026-Q1. The position was increased (+7.0% shares). QQQ represents 1.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$197M

Current Shares

341,391

Total Value Change

+$69.7M

Total Shares Change

+75,498

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
341,391
+7.0%
$197M1.0%$601.58
52
2025-Q4
Increased
319,166
+3.8%
$196.1M1.1%$619.43
50
2025-Q3
Increased
307,601
+8.2%
$184.7M1.1%$597.96
52
2025-Q2
Increased
284,430
+2.0%
$156.9M1.2%$546.75
49
2025-Q1
Decreased
278,927
-0.1%
$130.8M1.2%$467.27
0
2024-Q4
Increased
279,334
+0.6%
$142.8M1.3%$513.01
48
2024-Q3
Increased
277,585
+4.4%
$135.5M1.3%$483.51
50
2024-Q2
Increased
265,893
+1.4%
$127.4M1.3%$475.26
48

Other major holders of QQQ: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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