High Point Wealth Management
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High Point Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

High Point 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
Q3 		$84.6K Buy
114
+72
+171% +$51.4K 0.07% 121
2026
Q2 		$31.1K Buy
42
+17
+68% +$11.7K 0.03% 167
2026
Q1 		$14.6K Hold
25
– – 0.01% 198
2025
Q4 		$15.5K Buy
+25
New +$15.3K 0.01% 201

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

High Point Wealth Management's QQQ Position: Q3 2026 in Review

High Point Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 171% in Q3 2026, buying an estimated $51.4K and bringing the position to 114 shares worth $84.6K. The position accounts for 0.07% of the portfolio, ranked #121.

High Point Wealth Management first reported a position in QQQ in Q4 2025 and has held it in 4 quarters since. 2,653 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • High Point Wealth Management held 114 shares of Invesco QQQ Trust worth $84.6K as of Q3 2026.
  • High Point Wealth Management bought 72 Invesco QQQ Trust shares in Q3 2026, an estimated $51.4K.
  • Invesco QQQ Trust made up 0.07% of High Point Wealth Management's portfolio in Q3 2026, its #121 holding.
  • High Point Wealth Management first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 4 quarters since.
  • 2,653 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.