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

Kingsview 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
2021 Q3	–	Sell	-1,700	Closed	-$1K	–	992
2021 Q2	$1K	Sell	1,700 -2,500	-60%	-$841K	﹤0.01%	905
2021 Q1	$8K	Buy	4,200 +3,200	+320%	+$1.02M	﹤0.01%	818
2020 Q4	$1K	Sell	1,000 -2,300	-70%	-$675K	﹤0.01%	722
2020 Q3	$4K	Buy	3,300 +1,300	+65%	+$353K	﹤0.01%	612
2020 Q2	$4K	Buy	+2,000	New	+$448K	﹤0.01%	578
2018 Q3	–	Sell	-2,500	Closed	-$2K	–	446
2018 Q2	$2K	Buy	2,500 +2,300	+1,150%	+$386K	﹤0.01%	357
2018 Q1	$3K	Buy	+200	New	+$33K	﹤0.01%	337
2017 Q4	–	Sell	-3,400	Closed	-$1K	–	431
2017 Q3	$1K	Sell	3,400 -200	-6%	-$28.7K	﹤0.01%	354
2017 Q2	$8K	Sell	3,600 -900	-20%	-$124K	﹤0.01%	280
2017 Q1	$1K	Buy	+4,500	New	+$575K	﹤0.01%	293

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

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

Kingsview Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 4.5% in Q1 2026, buying an estimated $2.86M and bringing the position to 109,102 shares worth $63M. The position accounts for 0.86% of the portfolio, ranked #20.

Kingsview Wealth Management first reported a position in QQQ in Q1 2017 and has held it in 37 quarters since. The position peaked at $64.1M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Kingsview Wealth Management held 109,102 shares of Invesco QQQ Trust worth $63M as of Q1 2026.
Kingsview Wealth Management bought 4,705 Invesco QQQ Trust shares in Q1 2026, an estimated $2.86M.
Invesco QQQ Trust made up 0.86% of Kingsview Wealth Management's portfolio in Q1 2026, its #20 holding.
Kingsview Wealth Management first reported a position in Invesco QQQ Trust in Q1 2017 and has held it in 37 quarters since.
Kingsview Wealth Management's Invesco QQQ Trust position peaked at $64.1M in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.