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

Horizons 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	$444K	Sell	770 -2	-0.3%	-$1.22K	0.29%	49
2025 Q4	$474K	Sell	772 -2	-0.3%	-$1.23K	0.31%	48
2025 Q3	$465K	Sell	774 -13	-2%	-$7.44K	0.32%	46
2025 Q2	$434K	Sell	787 -43	-5%	-$21.4K	0.31%	45
2025 Q1	$389K	Sell	830 -104	-11%	-$52.8K	0.29%	46
2024 Q4	$477K	Sell	934 -14	-1%	-$7.08K	0.36%	39
2024 Q3	$463K	Sell	948 -107	-10%	-$50.6K	0.36%	38
2024 Q2	$501K	Sell	1,055 -16	-1%	-$7.2K	0.4%	36
2024 Q1	$439K	Hold	1,071	–	–	0.29%	41
2023 Q4	$439K	Sell	1,071 -120	-10%	-$45.6K	0.29%	41
2023 Q3	$427K	Hold	1,191	–	–	0.31%	40
2023 Q2	$440K	Sell	1,191 -6	-0.5%	-$2.02K	0.31%	40
2023 Q1	$384K	Hold	1,197	–	–	0.28%	40
2022 Q4	$319K	Hold	1,197	–	–	0.26%	42
2022 Q3	$320K	Hold	1,197	–	–	0.29%	39
2022 Q2	$394K	Buy	+1,197	New	+$371K	0.32%	37

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

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

Horizons Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 0.26% in Q1 2026, selling an estimated $1.22K and leaving 770 shares worth $444K. The position accounts for 0.29% of the portfolio, ranked #49.

Horizons Wealth Management first reported a position in QQQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $501K in Q2 2024. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Horizons Wealth Management held 770 shares of Invesco QQQ Trust worth $444K as of Q1 2026.
Horizons Wealth Management sold 2 Invesco QQQ Trust shares in Q1 2026, an estimated $1.22K.
Invesco QQQ Trust made up 0.29% of Horizons Wealth Management's portfolio in Q1 2026, its #49 holding.
Horizons Wealth Management first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Invesco QQQ Trust position peaked at $501K in Q2 2024.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.