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Artemis Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Artemis Wealth Advisors’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 		$1.28M Hold
153,100
– – 0.19% 27
2025
Q4 		$94.1M Sell
153,100
-391,900
-72% -$240M 13.53% 2
2025
Q3 		$327M Hold
545,000
– – 35.61% 2
2025
Q2 		$301M Buy
+545,000
New +$271M 34.05% 2
2024
Q4 		– Sell
-893,500
Closed -$436M – 43
2024
Q3 		$436M Sell
893,500
-143,700
-14% -$68M 43.46% 1
2024
Q2 		$497M Hold
1,037,200
– – 46.74% 1
2024
Q1 		$461M Buy
+1,037,200
New +$445M 46.52% 1

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

Artemis Wealth Advisors's QQQ Position: Q1 2026 in Review

Artemis Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 1% in Q1 2026, buying an estimated $4.58M and bringing the position to 727,869 shares worth $460M. The position accounts for 69.46% of the portfolio, ranked #1.

Artemis Wealth Advisors first reported a position in QQQ in Q4 2016 and has held it in 38 quarters since. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Artemis Wealth Advisors held 727,869 shares of Invesco QQQ Trust worth $460M as of Q1 2026.
  • Artemis Wealth Advisors bought 7,538 Invesco QQQ Trust shares in Q1 2026, an estimated $4.58M.
  • Invesco QQQ Trust made up 69.46% of Artemis Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Artemis Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 38 quarters since.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Artemis Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.