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

Darden 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	$1.5M	Buy	2,033 +34	+2%	+$24.3K	0.6%	37
2026 Q2	$1.47M	Sell	1,999 -5	-0.2%	-$3.44K	0.58%	39
2026 Q1	$1.16M	Sell	2,004 -35	-2%	-$21.3K	0.59%	39
2025 Q4	$1.25M	Sell	2,039 -11	-0.5%	-$6.75K	0.61%	38
2025 Q3	$1.23M	Buy	2,050 +113	+6%	+$64.7K	0.64%	39
2025 Q2	$1.07M	Sell	1,937 -68	-3%	-$33.8K	0.64%	40
2025 Q1	$940K	Sell	2,005 -119	-6%	-$60.5K	0.73%	40
2024 Q4	$1.09M	Sell	2,124 -15	-0.7%	-$7.59K	0.73%	34
2024 Q3	$1.04M	Buy	2,139 +41	+2%	+$19.4K	0.75%	36
2024 Q2	$1.01M	Sell	2,098 -1,455	-41%	-$654K	0.61%	35
2024 Q1	$1.58M	Buy	3,553 +159	+5%	+$68.2K	1.24%	17
2023 Q4	$1.39M	Buy	+3,394	New	+$1.29M	1.34%	17

Other funds holding QQQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Darden Wealth Group increased its Invesco QQQ Trust (QQQ) stake by 1.7% in Q3 2026, buying an estimated $24.3K and bringing the position to 2,033 shares worth $1.5M. The position accounts for 0.6% of the portfolio, ranked #37.

Darden Wealth Group first reported a position in QQQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q1 2024. 2,771 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Darden Wealth Group held 2,033 shares of Invesco QQQ Trust worth $1.5M as of Q3 2026.
Darden Wealth Group bought 34 Invesco QQQ Trust shares in Q3 2026, an estimated $24.3K.
Invesco QQQ Trust made up 0.6% of Darden Wealth Group's portfolio in Q3 2026, its #37 holding.
Darden Wealth Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 12 quarters since.
Darden Wealth Group's Invesco QQQ Trust position peaked at $1.58M in Q1 2024.
2,771 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.