AWM
QQQ icon

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

Accredited 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
2025
Q3 		$154K Buy
490
+233
+91% +$133K 0.12% 77
2025
Q2 		$142K Buy
+257
New +$128K 0.12% 79
2025
Q1 		– Sell
-316
Closed -$162K – 411
2024
Q4 		$162K Buy
+316
New +$160K 0.14% 74

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Accredited Wealth Management's QQQ Position: Q3 2025 in Review

Accredited Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 91% in Q3 2025, buying an estimated $133K and bringing the position to 490 shares worth $154K. The position accounts for 0.12% of the portfolio, ranked #77.

Accredited Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 3 quarters since. The position peaked at $162K in Q4 2024. 3,563 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Accredited Wealth Management held 490 shares of Invesco QQQ Trust worth $154K as of Q3 2025.
  • Accredited Wealth Management bought 233 Invesco QQQ Trust shares in Q3 2025, an estimated $133K.
  • Invesco QQQ Trust made up 0.12% of Accredited Wealth Management's portfolio in Q3 2025, its #77 holding.
  • Accredited Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 3 quarters since.
  • Accredited Wealth Management's Invesco QQQ Trust position peaked at $162K in Q4 2024.
  • 3,563 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.