Leo Wealth LLC’s Invesco QQQ Trust QQQ Stock Holding History

Leo Wealth LLC’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	$7.25M	Sell	12,568 -92	-0.7%	-$55.9K	0.53%	44
2025 Q4	$7.78M	Buy	12,660 +4,772	+60%	+$2.93M	0.56%	38
2025 Q3	$4.74M	Sell	7,888 -7,189	-48%	-$4.12M	0.61%	35
2025 Q2	$8.32M	Buy	15,077 +6,449	+75%	+$3.21M	0.65%	33
2025 Q1	$4.05M	Sell	8,628 -18,774	-69%	-$9.54M	0.58%	36
2024 Q4	$14M	Sell	27,402 -209	-0.8%	-$106K	1.26%	20
2024 Q3	$13.5M	Buy	27,611 +75	+0.3%	+$35.5K	1.23%	20
2024 Q2	$13.2M	Sell	27,536 -2,053	-7%	-$923K	1.35%	17
2024 Q1	$13.1M	Buy	29,589 +1,463	+5%	+$627K	1.35%	15
2023 Q4	$11.8M	Buy	+28,126	New	+$10.7M	1.22%	14

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leo Wealth LLC's QQQ Position: Q1 2026 in Review

Leo Wealth LLC reduced its Invesco QQQ Trust (QQQ) stake by 0.73% in Q1 2026, selling an estimated $55.9K and leaving 12,568 shares worth $7.25M. The position accounts for 0.53% of the portfolio, ranked #44.

Leo Wealth LLC first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $14M in Q4 2024. 3,840 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Leo Wealth LLC held 12,568 shares of Invesco QQQ Trust worth $7.25M as of Q1 2026.
Leo Wealth LLC sold 92 Invesco QQQ Trust shares in Q1 2026, an estimated $55.9K.
Invesco QQQ Trust made up 0.53% of Leo Wealth LLC's portfolio in Q1 2026, its #44 holding.
Leo Wealth LLC first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Invesco QQQ Trust position peaked at $14M in Q4 2024.
3,840 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.