1900 Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

1900 Wealth 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
2021 Q2	–	Sell	-3,000	Closed	-$957K	–	218
2021 Q1	$957K	Buy	+3,000	New	+$959K	0.07%	98

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1900 Wealth Management's QQQ Position: Q2 2026 in Review

1900 Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,449 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #119.

1900 Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 18 quarters since. 4,021 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

1900 Wealth Management held 1,449 shares of Invesco QQQ Trust worth $1.07M as of Q2 2026.
1900 Wealth Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.06% of 1900 Wealth Management's portfolio in Q2 2026, its #119 holding.
1900 Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 18 quarters since.
4,021 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.