Evergreen Wealth Solutions’s Invesco QQQ Trust QQQ Stock Holding History

Evergreen Wealth Solutions’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	$33M	Buy	45,145 +3,336	+8%	+$2.3M	1.73%	16
2026 Q1	$24.1M	Buy	41,809 +40,428	+2,927%	+$24.6M	1.71%	17
2025 Q4	$848K	Buy	1,381 +1,024	+287%	+$628K	0.12%	90
2025 Q3	$214K	Sell	357 -20	-5%	-$11.5K	0.12%	115
2025 Q2	$208K	Sell	377 -455	-55%	-$226K	0.13%	110
2025 Q1	$390K	Buy	+832	New	+$423K	0.26%	69
2024 Q4	–	Sell	-501	Closed	-$245K	–	113
2024 Q3	$245K	Buy	+501	New	+$237K	0.17%	94
2022 Q2	–	Sell	-935	Closed	-$339K	–	107
2022 Q1	$339K	Hold	935	–	–	0.33%	76
2021 Q4	$372K	Buy	+935	New	+$361K	0.34%	65

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evergreen Wealth Solutions's QQQ Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Invesco QQQ Trust (QQQ) stake by 8% in Q2 2026, buying an estimated $2.3M and bringing the position to 45,145 shares worth $33M. The position accounts for 1.73% of the portfolio, ranked #16.

Evergreen Wealth Solutions first reported a position in QQQ in Q4 2021 and has held it in 9 quarters since. 4,006 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Evergreen Wealth Solutions held 45,145 shares of Invesco QQQ Trust worth $33M as of Q2 2026.
Evergreen Wealth Solutions bought 3,336 Invesco QQQ Trust shares in Q2 2026, an estimated $2.3M.
Invesco QQQ Trust made up 1.73% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #16 holding.
Evergreen Wealth Solutions first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 9 quarters since.
4,006 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.