DWM
QQQ icon

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

Diversify 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 		$662 Buy
+100
New +$60.8K ﹤0.01% 1148

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

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

Diversify Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 526% in Q1 2026, buying an estimated $55.1M and bringing the position to 107,892 shares worth $71.4M. The position accounts for 1.27% of the portfolio, ranked #13.

Diversify Wealth Management first reported a position in QQQ in Q2 2024 and has held it in 8 quarters since. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Diversify Wealth Management held 107,892 shares of Invesco QQQ Trust worth $71.4M as of Q1 2026.
  • Diversify Wealth Management bought 90,660 Invesco QQQ Trust shares in Q1 2026, an estimated $55.1M.
  • Invesco QQQ Trust made up 1.27% of Diversify Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Diversify Wealth Management first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 8 quarters since.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.