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BetterWealth’s Invesco QQQ Trust QQQ Stock Holding History

BetterWealth’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 		$656K Hold
1,136
– – 0.13% 39
2025
Q4 		$698K Sell
1,136
-37
-3% -$22.7K 0.16% 34
2025
Q3 		$704K Buy
1,173
+647
+123% +$370K 0.17% 35
2025
Q2 		$290K Hold
526
– – 0.07% 49
2025
Q1 		$247K Buy
+526
New +$267K 0.07% 52
2024
Q3 		– Sell
-526
Closed -$252K – 65
2024
Q2 		$252K Sell
526
-40
-7% -$18K 0.08% 50
2024
Q1 		$251K Buy
566
+40
+8% +$17.1K 0.08% 54
2023
Q4 		$215K Buy
+526
New +$200K 0.07% 57
2022
Q1 		– Sell
-532
Closed -$212K – 42
2021
Q4 		$212K Buy
+532
New +$205K 0.15% 40

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

BetterWealth's QQQ Position: Q1 2026 in Review

BetterWealth held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 1,136 shares worth $656K. The position accounts for 0.13% of the portfolio, ranked #39.

BetterWealth first reported a position in QQQ in Q4 2021 and has held it in 9 quarters since. The position peaked at $704K in Q3 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • BetterWealth held 1,136 shares of Invesco QQQ Trust worth $656K as of Q1 2026.
  • BetterWealth left its Invesco QQQ Trust share count unchanged in Q1 2026.
  • Invesco QQQ Trust made up 0.13% of BetterWealth's portfolio in Q1 2026, its #39 holding.
  • BetterWealth first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 9 quarters since.
  • BetterWealth's Invesco QQQ Trust position peaked at $704K in Q3 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.