Cherry Tree Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Cherry Tree 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	$336K	Buy	582 +86	+17%	+$52.2K	0.07%	121
2025 Q4	$305K	Buy	496 +40	+9%	+$24.5K	0.06%	131
2025 Q3	$274K	Sell	456 -12	-3%	-$6.87K	0.06%	136
2025 Q2	$258K	Sell	468 -75	-14%	-$37.3K	0.06%	142
2025 Q1	$255K	Buy	543 +6	+1%	+$3.05K	0.06%	144
2024 Q4	$275K	Sell	537 -13	-2%	-$6.58K	0.07%	140
2024 Q3	$268K	Buy	550 +1	+0.2%	+$473	0.06%	144
2024 Q2	$263K	Sell	549 -153	-22%	-$68.8K	0.07%	143
2024 Q1	$312K	Buy	702 +1	+0.1%	+$429	0.08%	129
2023 Q4	$287K	Sell	701 -242	-26%	-$91.9K	0.08%	131
2023 Q3	$338K	Sell	943 -8	-0.8%	-$2.97K	0.1%	103
2023 Q2	$351K	Buy	+951	New	+$320K	0.1%	102

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cherry Tree Wealth Management's QQQ Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 17% in Q1 2026, buying an estimated $52.2K and bringing the position to 582 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #121.

Cherry Tree Wealth Management first reported a position in QQQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $351K in Q2 2023. 3,839 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Cherry Tree Wealth Management held 582 shares of Invesco QQQ Trust worth $336K as of Q1 2026.
Cherry Tree Wealth Management bought 86 Invesco QQQ Trust shares in Q1 2026, an estimated $52.2K.
Invesco QQQ Trust made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #121 holding.
Cherry Tree Wealth Management first reported a position in Invesco QQQ Trust in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Invesco QQQ Trust position peaked at $351K in Q2 2023.
3,839 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.