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King Wealth Management Group’s Invesco QQQ Trust QQQ Stock Holding History

King Wealth Management Group’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 		$69.4M Sell
120,210
-69
-0.1% -$41.9K 8.68% 2
2025
Q4 		$73.9M Sell
120,279
-388
-0.3% -$238K 8.91% 2
2025
Q3 		$72.4M Buy
120,667
+927
+0.8% +$531K 9.1% 2
2025
Q2 		$66.1M Buy
119,740
+287
+0.2% +$143K 8.96% 2
2025
Q1 		$56M Sell
119,453
-665
-0.6% -$338K 8.49% 2
2024
Q4 		$61.4M Buy
120,118
+3,307
+3% +$1.67M 8.96% 2
2024
Q3 		$57M Sell
116,811
-1,096
-0.9% -$519K 8.88% 2
2024
Q2 		$56.5M Buy
117,907
+553
+0.5% +$249K 9.42% 2
2024
Q1 		$52.1M Buy
117,354
+1,133
+1% +$486K 9.14% 2
2023
Q4 		$47.6M Sell
116,221
-45
-0% -$17.1K 9.2% 2
2023
Q3 		$41.7M Sell
116,266
-955
-0.8% -$354K 8.78% 2
2023
Q2 		$43.3M Sell
117,221
-35
-0% -$11.8K 8.75% 2
2023
Q1 		$37.6M Sell
117,256
-604
-0.5% -$178K 8.31% 2
2022
Q4 		$31.4M Sell
117,860
-2,195
-2% -$607K 7.5% 2
2022
Q3 		$32.1M Sell
120,055
-668
-0.6% -$202K 8.15% 2
2022
Q2 		$33.8M Sell
120,723
-19,805
-14% -$6.15M 8.1% 2
2022
Q1 		$50.9M Sell
140,528
-2,486
-2% -$883K 10% 2
2021
Q4 		$56.9M Sell
143,014
-3,082
-2% -$1.19M 10.56% 1
2021
Q3 		$52.3M Sell
146,096
-1,817
-1% -$669K 10.71% 1
2021
Q2 		$52.4M Sell
147,913
-5,120
-3% -$1.72M 10.72% 1
2021
Q1 		$48.8M Sell
153,033
-9,670
-6% -$3.09M 10.96% 1
2020
Q4 		$51M Sell
162,703
-11,437
-7% -$3.36M 11.96% 1
2020
Q3 		$48.4M Sell
174,140
-4,576
-3% -$1.24M 12.56% 1
2020
Q2 		$44.3M Buy
178,716
+69,700
+64% +$15.6M 13% 1
2020
Q1 		$20.8M Buy
109,016
+15,710
+17% +$3.33M 8.96% 2
2019
Q4 		$19.8M Sell
93,306
-1,820
-2% -$364K 5.25% 5
2019
Q3 		$18M Sell
95,126
-818
-0.9% -$155K 5.15% 5
2019
Q2 		$17.9M Sell
95,944
-1,448
-1% -$266K 5.36% 5
2019
Q1 		$17.5M Sell
97,392
-1,135
-1% -$193K 5.47% 5
2018
Q4 		$15.2M Sell
98,527
-3,334
-3% -$558K 5.5% 5
2018
Q3 		$18.9M Sell
101,861
-2,989
-3% -$541K 5.92% 5
2018
Q2 		$18M Sell
104,850
-281
-0.3% -$47.1K 6.17% 5
2018
Q1 		$16.8M Sell
105,131
-2,060
-2% -$340K 5.98% 5
2017
Q4 		$16.7M Buy
107,191
+5
+0% +$763 5.9% 5
2017
Q3 		$15.6M Sell
107,186
-392
-0.4% -$56.2K 5.8% 5
2017
Q2 		$14.8M Sell
107,578
-424
-0.4% -$58.3K 5.88% 4
2017
Q1 		$14.3M Sell
108,002
-1,470
-1% -$188K 5.98% 4
2016
Q4 		$13M Buy
109,472
+1,448
+1% +$171K 5.82% 4
2016
Q3 		$12.8M Buy
108,024
+117
+0.1% +$13.5K 6.37% 3
2016
Q2 		$11.6M Sell
107,907
-2,278
-2% -$246K 6.18% 3
2016
Q1 		$12M Sell
110,185
-853
-0.8% -$88.6K 6.47% 3
2015
Q4 		$12.4M Buy
111,038
+16,135
+17% +$1.8M 6.85% 3
2015
Q3 		$9.66M Sell
94,903
-424
-0.4% -$45.6K 5.94% 3
2015
Q2 		$10.2M Sell
95,327
-537
-0.6% -$58.4K 5.58% 3
2015
Q1 		$10.1M Sell
95,864
-2,087
-2% -$219K 5.84% 3
2014
Q4 		$10.1M Buy
97,951
+6,141
+7% +$621K 5.38% 3
2014
Q3 		$9.07M Buy
91,810
+1,734
+2% +$169K 5.69% 3
2014
Q2 		$8.44M Buy
90,076
+591
+0.7% +$52.8K 5.2% 3
2014
Q1 		$7.85M Sell
89,485
-1,188
-1% -$105K 5.41% 3
2013
Q4 		$7.98M Buy
90,673
+2,811
+3% +$234K 4.55% 3
2013
Q3 		$6.93M Buy
87,862
+858
+1% +$65.4K 4.51% 3
2013
Q2 		$6.2M Buy
+87,004
New +$6.21M 4.29% 3

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

King Wealth Management Group's QQQ Position: Q1 2026 in Review

King Wealth Management Group reduced its Invesco QQQ Trust (QQQ) stake by 0.06% in Q1 2026, selling an estimated $41.9K and leaving 120,210 shares worth $69.4M. The position accounts for 8.68% of the portfolio, ranked #2.

King Wealth Management Group first reported a position in QQQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $73.9M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • King Wealth Management Group held 120,210 shares of Invesco QQQ Trust worth $69.4M as of Q1 2026.
  • King Wealth Management Group sold 69 Invesco QQQ Trust shares in Q1 2026, an estimated $41.9K.
  • Invesco QQQ Trust made up 8.68% of King Wealth Management Group's portfolio in Q1 2026, its #2 holding.
  • King Wealth Management Group first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 52 quarters since.
  • King Wealth Management Group's Invesco QQQ Trust position peaked at $73.9M in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.