SEC 13F Intelligence

Sun Life Financial Inc / QQQ

Sun Life Financial Inc’s Invesco Qqq Tr Position

Does Sun Life Financial Inc own Invesco Qqq Tr (QQQ)? Yes107.4K shares worth $62M (+3.52% of its 13F portfolio) as of Q1 2026, down from 120.0K shares the prior filed quarter.

Position Value
$62M
Q1 2026
Shares
107.4K
% of Portfolio
+3.52%
Quarters Held
30
currently held

Position History QQQ

Reported value by quarter
Q4 ’18: $43MQ4 ’18Q1 ’19: $46MQ2 ’19: $47MQ3 ’19: $47MQ4 ’19: $52MQ4 ’19Q1 ’20: $45MQ2 ’20: $57MQ3 ’20: $62MQ4 ’20: $68MQ4 ’20Q1 ’21: $69MQ2 ’21: $74MQ3 ’21: $75MQ4 ’21: $81MQ4 ’21Q1 ’22: $74MQ2 ’22: $56MQ3 ’22: $53MQ4 ’22: $53MQ4 ’22Q1 ’23: $62MQ2 ’23: $68MQ3 ’23: $65MQ4 ’23: $73MQ4 ’23Q1 ’24: $77MQ2 ’24: $81MQ3 ’24: $83MQ4 ’24: $84MQ4 ’24Q1 ’25: $76MQ2 ’25: $89MQ3 ’25: $94MQ4 ’25: $74MQ4 ’25Q1 ’26: $62Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026107.4K$62M+3.52%
Q4 2025120.0K$74M+3.87%
Q3 2025156.6K$94M+4.80%
Q2 2025160.7K$89M+4.85%
Q1 2025162.8K$76M+4.83%
Q4 2024163.9K$84M+4.67%
Q3 2024169.7K$83M+4.62%
Q2 2024169.2K$81M+4.85%
Q1 2024174.3K$77M+4.87%
Q4 2023177.7K$73M+4.40%
Q3 2023181.1K$65M+4.78%
Q2 2023184.5K$68M+4.17%
Q1 2023191.9K$62M+4.37%
Q4 2022198.2K$53M+4.04%
Q3 2022198.5K$53M+4.25%
Q2 2022200.2K$56M+4.23%
Q1 2022203.0K$74M+3.40%
Q4 2021203.6K$81M+3.01%
Q3 2021208.9K$75M+4.28%
Q2 2021208.9K$74M+3.73%
Q1 2021215.2K$69M+5.93%
Q4 2020218.2K$68M+8.98%
Q3 2020222.7K$62M+9.86%
Q2 2020228.2K$57M+10.98%
Q1 2020236.4K$45M+11.34%
Q4 2019243.6K$52M+13.84%
Q3 2019250.2K$47M+12.16%
Q2 2019252.7K$47M+11.87%
Q1 2019257.7K$46M+10.22%
Q4 2018279.7K$43M+9.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Life Financial Inc’s full portfolio or all institutional holders of QQQ.