Alaethes Wealth’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
Other funds holding QQQ
Alaethes Wealth's QQQ Position: Q1 2026 in Review
Alaethes Wealth reduced its Invesco QQQ Trust (QQQ) stake by 1% in Q1 2026, selling an estimated $17K and leaving 2,695 shares worth $1.56M. The position accounts for 0.44% of the portfolio, ranked #72.
Alaethes Wealth first reported a position in QQQ in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.88M in Q3 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.
- Alaethes Wealth held 2,695 shares of Invesco QQQ Trust worth $1.56M as of Q1 2026.
- Alaethes Wealth sold 28 Invesco QQQ Trust shares in Q1 2026, an estimated $17K.
- Invesco QQQ Trust made up 0.44% of Alaethes Wealth's portfolio in Q1 2026, its #72 holding.
- Alaethes Wealth first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 17 quarters since.
- Alaethes Wealth's Invesco QQQ Trust position peaked at $1.88M in Q3 2025.
- 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.
Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.