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Kiley Juergens Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Kiley Juergens 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 		$29.8M Sell
51,584
-380
-0.7% -$231K 5.25% 4
2025
Q4 		$31.9M Buy
51,964
+247
+0.5% +$152K 6.9% 3
2025
Q3 		$31M Sell
51,717
-829
-2% -$475K 6.84% 4
2025
Q2 		$29M Sell
52,546
-213
-0.4% -$106K 6.69% 4
2025
Q1 		$24.7M Sell
52,759
-699
-1% -$355K 6.58% 4
2024
Q4 		$27.3M Sell
53,458
-217
-0.4% -$110K 6.85% 4
2024
Q3 		$26.2M Sell
53,675
-432
-0.8% -$204K 6.8% 4
2024
Q2 		$25.9M Buy
54,107
+46
+0.1% +$20.7K 7.2% 4
2024
Q1 		$24M Buy
54,061
+151
+0.3% +$64.7K 7.43% 4
2023
Q4 		$22.1M Buy
53,910
+20
+0% +$7.59K 7.39% 3
2023
Q3 		$19.3M Sell
53,890
-135
-0.2% -$50.1K 6.97% 3
2023
Q2 		$20M Sell
54,025
-183
-0.3% -$61.6K 6.88% 3
2023
Q1 		$17.4M Buy
54,208
+75
+0.1% +$22.1K 6.51% 3
2022
Q4 		$14.4M Buy
+54,133
New +$15M 6.04% 4
2022
Q2 		– Sell
-43,118
Closed -$15.6M – 73
2022
Q1 		$15.6M Sell
43,118
-12,950
-23% -$4.6M 7.54% 5
2021
Q4 		$22.3M Buy
56,068
+17
+0% +$6.56K 8.46% 3
2021
Q3 		$20.1M Buy
56,051
+74
+0.1% +$27.3K 8.8% 3
2021
Q2 		$19.8M Sell
55,977
-558
-1% -$188K 9.09% 3
2021
Q1 		$18M Sell
56,535
-1,616
-3% -$517K 9.42% 3
2020
Q4 		$18.2M Sell
58,151
-233
-0.4% -$68.4K 10.79% 3
2020
Q3 		$16.2M Buy
+58,384
New +$15.8M 11.86% 3
2018
Q2 		– Sell
-32,982
Closed -$5.28M – 672
2018
Q1 		$5.28M Buy
32,982
+2,436
+8% +$402K 5.73% 5
2017
Q4 		$4.76M Buy
+30,546
New +$4.66M 4.28% 5

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiley Juergens Wealth Management's QQQ Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 0.73% in Q1 2026, selling an estimated $231K and leaving 51,584 shares worth $29.8M. The position accounts for 5.25% of the portfolio, ranked #4.

Kiley Juergens Wealth Management first reported a position in QQQ in Q4 2017 and has held it in 23 quarters since. The position peaked at $31.9M in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Kiley Juergens Wealth Management held 51,584 shares of Invesco QQQ Trust worth $29.8M as of Q1 2026.
  • Kiley Juergens Wealth Management sold 380 Invesco QQQ Trust shares in Q1 2026, an estimated $231K.
  • Invesco QQQ Trust made up 5.25% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Kiley Juergens Wealth Management first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 23 quarters since.
  • Kiley Juergens Wealth Management's Invesco QQQ Trust position peaked at $31.9M in Q4 2025.
  • 3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.