Institute for Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Institute for 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
2025 Q3	–	Sell	-1,500	Closed	-$827K	–	599
2025 Q2	$827K	Buy	+1,500	New	+$746K	0.09%	226
2024 Q2	–	Hold	0	–	-$666K	–	517
2024 Q1	–	Hold	0	–	–	–	230
2023 Q4	–	Hold	0	–	–	–	231
2023 Q3	–	Hold	0	–	–	–	246
2023 Q2	–	Sell	-20,000	Closed	-$6.73M	–	6
2023 Q1	$1.38M	Buy	+20,000	New	+$5.9M	0.26%	99
2022 Q4	–	Sell	-5,500	Closed	-$1.52M	–	122
2022 Q3	$152K	Buy	5,500 +2,000	+57%	+$604K	0.03%	430
2022 Q2	$982K	Hold	3,500	–	–	0.19%	134
2022 Q1	$1.27M	Buy	+3,500	New	+$1.24M	0.21%	122
2021 Q4	–	Sell	-2,500	Closed	-$895K	–	503
2021 Q3	$895K	Buy	+2,500	New	+$921K	0.16%	169
2021 Q2	–	Sell	-1,000	Closed	-$319K	–	501
2021 Q1	$319K	Sell	1,000 -500	-33%	-$160K	0.06%	352
2020 Q4	$471K	Buy	+1,500	New	+$440K	0.09%	264

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

Institute for Wealth Management's QQQ Position: Q1 2026 in Review

Institute for Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 50% in Q1 2026, buying an estimated $8.06M and bringing the position to 39,873 shares worth $23M. The position accounts for 2.45% of the portfolio, ranked #3.

Institute for Wealth Management first reported a position in QQQ in Q2 2017 and has held it in 31 quarters since. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Institute for Wealth Management held 39,873 shares of Invesco QQQ Trust worth $23M as of Q1 2026.
Institute for Wealth Management bought 13,265 Invesco QQQ Trust shares in Q1 2026, an estimated $8.06M.
Invesco QQQ Trust made up 2.45% of Institute for Wealth Management's portfolio in Q1 2026, its #3 holding.
Institute for Wealth Management first reported a position in Invesco QQQ Trust in Q2 2017 and has held it in 31 quarters since.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.