Alpine Bank Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Alpine Bank 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
2026 Q2	$56.7K	Buy	+77	New	+$53K	0.01%	246
2025 Q4	–	Sell	-85	Closed	-$51K	–	334
2025 Q3	$51K	Hold	85	–	–	0.01%	235
2025 Q2	$46.9K	Sell	85 -22	-21%	-$10.9K	0.01%	241
2025 Q1	$50.2K	Buy	+107	New	+$54.4K	0.01%	225
2024 Q3	$79.6K	Buy	+163	New	+$77.1K	0.01%	212

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

Alpine Bank Wealth Management's QQQ Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 77 shares worth $56.7K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in QQQ as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in QQQ in Q3 2024 and has held it in 5 quarters since. The position peaked at $79.6K in Q3 2024. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Alpine Bank Wealth Management held 77 shares of Invesco QQQ Trust worth $56.7K as of Q2 2026.
Invesco QQQ Trust was a new Alpine Bank Wealth Management position in Q2 2026.
Invesco QQQ Trust made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #246 holding.
Alpine Bank Wealth Management first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 5 quarters since.
Alpine Bank Wealth Management's Invesco QQQ Trust position peaked at $79.6K in Q3 2024.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.