Granite Bay Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Granite Bay 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	–	Sell	-500	Closed	-$194K	–	103
2025 Q4	$194K	Buy	+500	New	+$307K	0.05%	91

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Granite Bay Wealth Management's QQQ Position: Q1 2026 in Review

Granite Bay Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 15% in Q1 2026, buying an estimated $357K and bringing the position to 4,472 shares worth $2.58M. The position accounts for 0.55% of the portfolio, ranked #33.

Granite Bay Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 17 quarters since. The position peaked at $451M in Q4 2023. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Granite Bay Wealth Management held 4,472 shares of Invesco QQQ Trust worth $2.58M as of Q1 2026.
Granite Bay Wealth Management bought 588 Invesco QQQ Trust shares in Q1 2026, an estimated $357K.
Invesco QQQ Trust made up 0.55% of Granite Bay Wealth Management's portfolio in Q1 2026, its #33 holding.
Granite Bay Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 17 quarters since.
Granite Bay Wealth Management's Invesco QQQ Trust position peaked at $451M in Q4 2023.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.