Crown Wealth Group
QQQ icon

Crown Wealth Group’s Invesco QQQ Trust QQQ Stock Holding History

Crown Wealth Group’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
Q3 		$570K Sell
771
-190
-20% -$136K 0.14% 77
2026
Q2 		$708K Buy
961
+185
+24% +$127K 0.18% 59
2026
Q1 		$448K Sell
776
-194
-20% -$118K 0.13% 76
2025
Q4 		$596K Buy
970
+122
+14% +$74.9K 0.17% 60
2025
Q3 		$509K Sell
848
-3
-0.4% -$1.72K 0.15% 66
2025
Q2 		$469K Sell
851
-1,573
-65% -$782K 0.18% 56
2025
Q1 		$1.14M Sell
2,424
-1,076
-31% -$547K 0.59% 28
2024
Q4 		$1.79M Buy
3,500
+2,661
+317% +$1.35M 0.73% 25
2024
Q3 		$409K Buy
839
+29
+4% +$13.7K 0.18% 67
2024
Q2 		$388K Sell
810
-197
-20% -$88.6K 0.19% 59
2024
Q1 		$447K Sell
1,007
-25
-2% -$10.7K 0.23% 50
2023
Q4 		$423K Buy
1,032
+18
+2% +$6.83K 0.25% 50
2023
Q3 		$363K Sell
1,014
-388
-28% -$144K 0.27% 46
2023
Q2 		$518K Sell
1,402
-207
-13% -$69.7K 0.41% 31
2023
Q1 		$516K Buy
+1,609
New +$475K 0.43% 32
2022
Q1 		– Sell
-1,899
Closed -$756K – 119
2021
Q4 		$756K Buy
+1,899
New +$733K 0.7% 27

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Crown Wealth Group's QQQ Position: Q3 2026 in Review

Crown Wealth Group reduced its Invesco QQQ Trust (QQQ) stake by 20% in Q3 2026, selling an estimated $136K and leaving 771 shares worth $570K. The position accounts for 0.14% of the portfolio, ranked #77.

Crown Wealth Group first reported a position in QQQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.79M in Q4 2024. 2,609 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Crown Wealth Group held 771 shares of Invesco QQQ Trust worth $570K as of Q3 2026.
  • Crown Wealth Group sold 190 Invesco QQQ Trust shares in Q3 2026, an estimated $136K.
  • Invesco QQQ Trust made up 0.14% of Crown Wealth Group's portfolio in Q3 2026, its #77 holding.
  • Crown Wealth Group first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 16 quarters since.
  • Crown Wealth Group's Invesco QQQ Trust position peaked at $1.79M in Q4 2024.
  • 2,609 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.