Hartmann Taylor Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Hartmann Taylor 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	$590K	Hold	1,022	–	–	0.39%	34
2025 Q4	$628K	Hold	1,022	–	–	0.42%	33
2025 Q3	$614K	Buy	1,022 +80	+8%	+$45.8K	0.44%	34
2025 Q2	$520K	Sell	942 -1	-0.1%	-$497	0.43%	32
2025 Q1	$442K	Buy	+943	New	+$479K	0.4%	33

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

Hartmann Taylor Wealth Management's QQQ Position: Q1 2026 in Review

Hartmann Taylor Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 1,022 shares worth $590K. The position accounts for 0.39% of the portfolio, ranked #34.

Hartmann Taylor Wealth Management first reported a position in QQQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $628K in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Hartmann Taylor Wealth Management held 1,022 shares of Invesco QQQ Trust worth $590K as of Q1 2026.
Hartmann Taylor Wealth Management left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.39% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #34 holding.
Hartmann Taylor Wealth Management first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 5 quarters since.
Hartmann Taylor Wealth Management's Invesco QQQ Trust position peaked at $628K in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.