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

DKM 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 		$4.71M Buy
8,156
+19
+0.2% +$11.5K 3.39% 9
2025
Q4 		$5M Buy
8,137
+202
+3% +$124K 3.73% 9
2025
Q3 		$4.76M Buy
7,935
+74
+0.9% +$42.4K 3.82% 10
2025
Q2 		$4.34M Sell
7,861
-122
-2% -$60.7K 3.74% 10
2025
Q1 		$3.74M Buy
7,983
+609
+8% +$309K 3.63% 10
2024
Q4 		$3.77M Buy
+7,374
New +$3.73M 3.57% 9

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

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

DKM Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 0.23% in Q1 2026, buying an estimated $11.5K and bringing the position to 8,156 shares worth $4.71M. The position accounts for 3.39% of the portfolio, ranked #9.

DKM Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $5M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • DKM Wealth Management held 8,156 shares of Invesco QQQ Trust worth $4.71M as of Q1 2026.
  • DKM Wealth Management bought 19 Invesco QQQ Trust shares in Q1 2026, an estimated $11.5K.
  • Invesco QQQ Trust made up 3.39% of DKM Wealth Management's portfolio in Q1 2026, its #9 holding.
  • DKM Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
  • DKM Wealth Management's Invesco QQQ Trust position peaked at $5M in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.