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Evoke Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Evoke Wealth’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 		$231K Sell
400
-100
-20% -$60.8K ﹤0.01% 614
2025
Q4 		$307K Sell
500
-300
-38% -$184K 0.01% 514
2025
Q3 		$480K Buy
800
+400
+100% +$229K 0.01% 367
2025
Q2 		$221K Buy
+400
New +$199K 0.01% 543

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

Evoke Wealth's QQQ Position: Q1 2026 in Review

Evoke Wealth reduced its Invesco QQQ Trust (QQQ) stake by 36% in Q1 2026, selling an estimated $5.2M and leaving 15,431 shares worth $8.91M. The position accounts for 0.16% of the portfolio, ranked #60.

Evoke Wealth first reported a position in QQQ in Q3 2019 and has held it in 26 quarters since. The position peaked at $28.8M in Q4 2020. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Evoke Wealth held 15,431 shares of Invesco QQQ Trust worth $8.91M as of Q1 2026.
  • Evoke Wealth sold 8,556 Invesco QQQ Trust shares in Q1 2026, an estimated $5.2M.
  • Invesco QQQ Trust made up 0.16% of Evoke Wealth's portfolio in Q1 2026, its #60 holding.
  • Evoke Wealth first reported a position in Invesco QQQ Trust in Q3 2019 and has held it in 26 quarters since.
  • Evoke Wealth's Invesco QQQ Trust position peaked at $28.8M in Q4 2020.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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