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

Heirloom 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	$1.72M	Buy	+2,972	New	+$1.81M	0.31%	38

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

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

Heirloom Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q1 2026: 2,972 shares worth $1.72M. The stake represents 0.31% of the portfolio and ranks #38 among its holdings.

3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Heirloom Wealth Management held 2,972 shares of Invesco QQQ Trust worth $1.72M as of Q1 2026.
Invesco QQQ Trust was a new Heirloom Wealth Management position in Q1 2026.
Invesco QQQ Trust made up 0.31% of Heirloom Wealth Management's portfolio in Q1 2026, its #38 holding.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.