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

Liberty 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 		$5.72M Buy
9,917
+37
+0.4% +$22.5K 0.72% 32
2025
Q4 		$6.07M Buy
9,880
+258
+3% +$158K 0.78% 33
2025
Q3 		$5.78M Buy
9,622
+6,547
+213% +$3.75M 0.81% 31
2025
Q2 		$1.7M Buy
3,075
+270
+10% +$134K 0.27% 62
2025
Q1 		$1.31M Buy
2,805
+47
+2% +$23.9K 0.25% 58
2024
Q4 		$1.41M Buy
2,758
+22
+0.8% +$11.1K 0.24% 66
2024
Q3 		$1.33M Sell
2,736
-322,242
-99% -$152M 0.23% 65
2024
Q2 		$1.25M Buy
324,978
+322,436
+12,684% +$145M 0.23% 65
2024
Q1 		$1.13M Sell
2,542
-45
-2% -$19.3K 0.22% 67
2023
Q4 		$1.06M Buy
2,587
+174
+7% +$66.1K 0.23% 62
2023
Q3 		$864K Buy
2,413
+775
+47% +$287K 0.22% 61
2023
Q2 		$605K Sell
1,638
-257
-14% -$86.5K 0.15% 79
2023
Q1 		$602K Buy
+1,895
New +$559K 0.12% 107
2022
Q3 		$278K Buy
1,040
+184
+21% +$55.5K 0.07% 114
2022
Q2 		$240K Sell
856
-18
-2% -$5.59K 0.1% 125
2022
Q1 		$317K Sell
874
-121
-12% -$43K 0.11% 105
2021
Q4 		$752 Sell
995
-436
-30% -$168K 0.03% 77
2021
Q3 		$816K Buy
1,431
+109
+8% +$40.1K 0.29% 51
2021
Q2 		$309K Sell
1,322
-2
-0.2% -$672 0.12% 95
2021
Q1 		$426K Hold
1,324
– – 0.21% 69
2020
Q4 		$426K Sell
1,324
-517
-28% -$152K 0.21% 69
2020
Q3 		$511K Buy
1,841
+244
+15% +$66.2K 0.3% 50
2020
Q2 		$395K Buy
1,597
+61
+4% +$13.7K 0.28% 58
2020
Q1 		$292K Sell
1,536
-898
-37% -$190K 0.26% 63
2019
Q4 		$518K Buy
2,434
+3
+0.1% +$601 0.41% 45
2019
Q3 		$459K Buy
2,431
+199
+9% +$37.7K 0.43% 44
2019
Q2 		$417K Buy
2,232
+60
+3% +$11K 0.37% 58
2019
Q1 		$390K Buy
2,172
+690
+47% +$117K 0.29% 50
2018
Q4 		$228K Buy
+1,482
New +$248K 0.17% 78

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

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

Liberty Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 0.37% in Q1 2026, buying an estimated $22.5K and bringing the position to 9,917 shares worth $5.72M. The position accounts for 0.72% of the portfolio, ranked #32.

Liberty Wealth Management first reported a position in QQQ in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.07M in Q4 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Liberty Wealth Management held 9,917 shares of Invesco QQQ Trust worth $5.72M as of Q1 2026.
  • Liberty Wealth Management bought 37 Invesco QQQ Trust shares in Q1 2026, an estimated $22.5K.
  • Invesco QQQ Trust made up 0.72% of Liberty Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Liberty Wealth Management first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Invesco QQQ Trust position peaked at $6.07M in Q4 2025.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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