Landmark Wealth Management (New York)’s Invesco QQQ Trust QQQ Stock Holding History

Landmark Wealth Management (New York)’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	$1.21M	Buy	2,103 +199	+10%	+$121K	0.33%	54
2025 Q4	$1.17M	Sell	1,904 -36	-2%	-$22.1K	0.45%	42
2025 Q3	$1.16M	Sell	1,940 -5	-0.3%	-$2.86K	0.46%	44
2025 Q2	$1.07M	Sell	1,945 -87	-4%	-$43.3K	0.46%	43
2025 Q1	$953K	Sell	2,032 -17	-0.8%	-$8.64K	0.42%	43
2024 Q4	$1.05M	Sell	2,049 -35	-2%	-$17.7K	0.46%	42
2024 Q3	$1.02M	Sell	2,084 -56	-3%	-$26.5K	0.44%	43
2024 Q2	$1.02M	Sell	2,140 -6,819	-76%	-$3.07M	0.8%	28
2024 Q1	$3.98M	Sell	8,959 -386	-4%	-$165K	1.84%	16
2023 Q4	$3.83M	Buy	9,345 +188	+2%	+$71.4K	1.88%	15
2023 Q3	$3.28M	Sell	9,157 -332	-3%	-$123K	1.86%	14
2023 Q2	$3.5M	Sell	9,489 -1,389	-13%	-$468K	3.11%	9
2023 Q1	$3.49M	Buy	10,878 +2,417	+29%	+$713K	1.94%	13
2022 Q4	$2.25M	Buy	8,461 +984	+13%	+$272K	1.63%	17
2022 Q3	$2M	Buy	+7,477	New	+$2.26M	1.51%	18
2022 Q2	–	Sell	-20,586	Closed	-$3.74M	–	144
2022 Q1	$3.74M	Buy	+20,586	New	+$7.31M	1.97%	11

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

Landmark Wealth Management (New York)'s QQQ Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Invesco QQQ Trust (QQQ) stake by 10% in Q1 2026, buying an estimated $121K and bringing the position to 2,103 shares worth $1.21M. The position accounts for 0.33% of the portfolio, ranked #54.

Landmark Wealth Management (New York) first reported a position in QQQ in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.98M in Q1 2024. 3,828 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Landmark Wealth Management (New York) held 2,103 shares of Invesco QQQ Trust worth $1.21M as of Q1 2026.
Landmark Wealth Management (New York) bought 199 Invesco QQQ Trust shares in Q1 2026, an estimated $121K.
Invesco QQQ Trust made up 0.33% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #54 holding.
Landmark Wealth Management (New York) first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 16 quarters since.
Landmark Wealth Management (New York)'s Invesco QQQ Trust position peaked at $3.98M in Q1 2024.
3,828 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.