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

Gibbs 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 		$1.1M Buy
1,913
+923
+93% +$561K 0.14% 142
2025
Q4 		$620K Hold
990
– – 0.15% 160
2025
Q3 		$594K Sell
990
-743
-43% -$425K 0.13% 180
2025
Q2 		$956K Buy
1,733
+712
+70% +$354K 0.18% 133
2025
Q1 		$479K Buy
1,021
+32
+3% +$16.3K 0.12% 194
2024
Q4 		$506K Buy
989
+51
+5% +$25.8K 0.14% 160
2024
Q3 		$458K Buy
938
+25
+3% +$11.8K 0.15% 157
2024
Q2 		$437K Buy
913
+54
+6% +$24.3K 0.18% 138
2024
Q1 		$381K Buy
+859
New +$368K 0.22% 114

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gibbs Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 93% in Q1 2026, buying an estimated $561K and bringing the position to 1,913 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #142.

Gibbs Wealth Management first reported a position in QQQ in Q1 2024 and has held it in 9 quarters since. 3,852 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Gibbs Wealth Management held 1,913 shares of Invesco QQQ Trust worth $1.1M as of Q1 2026.
  • Gibbs Wealth Management bought 923 Invesco QQQ Trust shares in Q1 2026, an estimated $561K.
  • Invesco QQQ Trust made up 0.14% of Gibbs Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Gibbs Wealth Management first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 9 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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