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Destination Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Destination 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 		– Sell
-100
Closed -$15.5K – 353
2025
Q4 		$15.5K Hold
100
– – ﹤0.01% 318
2025
Q3 		$14.8K Hold
100
– – ﹤0.01% 286
2025
Q2 		$11.5K Buy
+100
New +$49.7K ﹤0.01% 265

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

Destination Wealth Management's QQQ Position: Q1 2026 in Review

Destination Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 26% in Q1 2026, buying an estimated $3.36M and bringing the position to 26,563 shares worth $15.3M. The position accounts for 0.4% of the portfolio, ranked #69.

Destination Wealth Management first reported a position in QQQ in Q3 2013 and has held it in 50 quarters since. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Destination Wealth Management held 26,563 shares of Invesco QQQ Trust worth $15.3M as of Q1 2026.
  • Destination Wealth Management bought 5,539 Invesco QQQ Trust shares in Q1 2026, an estimated $3.36M.
  • Invesco QQQ Trust made up 0.4% of Destination Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Destination Wealth Management first reported a position in Invesco QQQ Trust in Q3 2013 and has held it in 50 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.