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

Drive 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
Q2 		$394K Sell
534
-325
-38% -$224K 0.07% 239
2026
Q1 		$496K Sell
859
-123
-13% -$74.7K 0.1% 160
2025
Q4 		$603K Sell
982
-42
-4% -$25.8K 0.12% 143
2025
Q3 		$615K Sell
1,024
-68
-6% -$38.9K 0.13% 128
2025
Q2 		$603K Buy
1,092
+156
+17% +$77.6K 0.13% 137
2025
Q1 		$440K Sell
936
-667
-42% -$339K 0.1% 154
2024
Q4 		$819K Buy
1,603
+47
+3% +$23.8K 0.2% 92
2024
Q3 		$761K Buy
1,556
+52
+3% +$24.6K 0.2% 91
2024
Q2 		$722K Buy
1,504
+57
+4% +$25.6K 0.19% 93
2024
Q1 		$643K Sell
1,447
-971
-40% -$416K 0.18% 104
2023
Q4 		$991K Sell
2,418
-108
-4% -$41K 0.32% 67
2023
Q3 		$906K Sell
2,526
-9
-0.4% -$3.34K 0.33% 64
2023
Q2 		$938K Sell
2,535
-102
-4% -$34.3K 0.35% 68
2023
Q1 		$848K Sell
2,637
-473
-15% -$140K 0.35% 66
2022
Q4 		$828K Buy
3,110
+767
+33% +$212K 0.41% 55
2022
Q3 		$627K Sell
2,343
-514
-18% -$155K 0.6% 40
2022
Q2 		$802K Hold
2,857
– – 0.73% 31
2022
Q1 		$1.04M Buy
2,857
+299
+12% +$106K 0.87% 27
2021
Q4 		$1.02M Buy
+2,558
New +$988K 0.9% 20

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Drive Wealth Management's QQQ Position: Q2 2026 in Review

Drive Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 38% in Q2 2026, selling an estimated $224K and leaving 534 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #239.

Drive Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q1 2022. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Drive Wealth Management held 534 shares of Invesco QQQ Trust worth $394K as of Q2 2026.
  • Drive Wealth Management sold 325 Invesco QQQ Trust shares in Q2 2026, an estimated $224K.
  • Invesco QQQ Trust made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Drive Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Invesco QQQ Trust position peaked at $1.04M in Q1 2022.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.