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

Angeles 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
Q1 		$1.23M Sell
2,137
-60
-3% -$36.5K 0.07% 116
2025
Q4 		$1.35M Buy
2,197
+255
+13% +$156K 0.07% 106
2025
Q3 		$1.17M Buy
1,942
+2
+0.1% +$1.15K 0.07% 99
2025
Q2 		$1.07M Buy
1,940
+356
+22% +$177K 0.07% 99
2025
Q1 		$743K Sell
1,584
-14
-0.9% -$7.11K 0.06% 112
2024
Q4 		$817K Sell
1,598
-499
-24% -$252K 0.07% 105
2024
Q3 		$1.02M Buy
2,097
+500
+31% +$237K 0.09% 79
2024
Q2 		$765K Buy
1,597
+55
+4% +$24.7K 0.07% 94
2024
Q1 		$685K Sell
1,542
-1,137
-42% -$487K 0.07% 98
2023
Q4 		$1.1M Hold
2,679
– – 0.13% 63
2023
Q3 		$960K Buy
2,679
+652
+32% +$242K 0.14% 60
2023
Q2 		$749K Hold
2,027
– – 0.1% 86
2023
Q1 		$651K Sell
2,027
-4
-0.2% -$1.18K 0.1% 97
2022
Q4 		$541K Sell
2,031
-182
-8% -$50.3K 0.09% 101
2022
Q3 		$591K Hold
2,213
– – 0.12% 86
2022
Q2 		$620K Buy
2,213
+182
+9% +$56.5K 0.12% 87
2022
Q1 		$736K Buy
+2,031
New +$721K 0.14% 83

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Angeles Wealth Management's QQQ Position: Q1 2026 in Review

Angeles Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 2.7% in Q1 2026, selling an estimated $36.5K and leaving 2,137 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #116.

Angeles Wealth Management first reported a position in QQQ in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.35M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Angeles Wealth Management held 2,137 shares of Invesco QQQ Trust worth $1.23M as of Q1 2026.
  • Angeles Wealth Management sold 60 Invesco QQQ Trust shares in Q1 2026, an estimated $36.5K.
  • Invesco QQQ Trust made up 0.07% of Angeles Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Angeles Wealth Management first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Invesco QQQ Trust position peaked at $1.35M in Q4 2025.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.