Jefferies Group's QQQ Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 584,434 shares of Invesco QQQ Trust Series I (QQQ) worth $350.88 M, representing 1.66% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in QQQ, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 321,132 shares. Largest reduction occurred in Q1 2023, reducing 406,148 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Invesco QQQ Trust Series I (QQQ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco QQQ Trust Series I (QQQ) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +691,101 | New Buy | 691,101 | $266.28 |
| Q1 2023 | -406,148 | Reduce 58.77% | 284,953 | $320.93 |
| Q2 2023 | -37,743 | Reduce 13.25% | 247,210 | $369.42 |
| Q3 2023 | +283,413 | Add 114.64% | 530,623 | $358.27 |
| Q4 2023 | -15,090 | Reduce 2.84% | 515,533 | $409.52 |
| Q1 2024 | -209,217 | Reduce 40.58% | 306,316 | $444.01 |
| Q2 2024 | -50,714 | Reduce 16.56% | 255,602 | $479.11 |
| Q3 2024 | +36,100 | Add 14.12% | 291,702 | $488.07 |
| Q4 2024 | -40,915 | Reduce 14.03% | 250,787 | $511.23 |
| Q1 2025 | +56,406 | Add 22.49% | 307,193 | $468.92 |
| Q2 2025 | -43,891 | Reduce 14.29% | 263,302 | $551.64 |
| Q3 2025 | +321,132 | Add 121.96% | 584,434 | $600.37 |
Jefferies Group's Invesco QQQ Trust Series I Investment FAQs
Jefferies Group first purchased Invesco QQQ Trust Series I (QQQ) in Q4 2022, acquiring 691,101 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Invesco QQQ Trust Series I (QQQ) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Invesco QQQ Trust Series I (QQQ) was in Q4 2022, adding 691,101 shares worth $184.03 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 584,434 shares of Invesco QQQ Trust Series I (QQQ), valued at approximately $350.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Invesco QQQ Trust Series I (QQQ) represents approximately 1.66% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Invesco QQQ Trust Series I (QQQ) was 691,101 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.