Life Line Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Life Line 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	$47M	Buy	81,425 +2,259	+3%	+$1.37M	20.99%	2
2025 Q4	$48.6M	Sell	79,166 -2,870	-3%	-$1.76M	14.36%	2
2025 Q3	$49.3M	Sell	82,036 -1,612	-2%	-$923K	15.02%	1
2025 Q2	$46.1M	Buy	83,648 +71,806	+606%	+$35.7M	14.94%	1
2025 Q1	$5.55M	Sell	11,842 -95,801	-89%	-$48.7M	2.04%	8
2024 Q4	$55M	Buy	+107,643	New	+$54.4M	19.63%	1
2024 Q2	–	Sell	-100,607	Closed	-$44.7M	–	29
2024 Q1	$44.7M	Buy	100,607 +98,299	+4,259%	+$42.1M	16.92%	3
2023 Q4	$945K	Buy	+2,308	New	+$876K	0.37%	7

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

Life Line Wealth Management's QQQ Position: Q1 2026 in Review

Life Line Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 2.9% in Q1 2026, buying an estimated $1.37M and bringing the position to 81,425 shares worth $47M. The position accounts for 20.99% of the portfolio, ranked #2.

Life Line Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 8 quarters since. The position peaked at $55M in Q4 2024. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Life Line Wealth Management held 81,425 shares of Invesco QQQ Trust worth $47M as of Q1 2026.
Life Line Wealth Management bought 2,259 Invesco QQQ Trust shares in Q1 2026, an estimated $1.37M.
Invesco QQQ Trust made up 20.99% of Life Line Wealth Management's portfolio in Q1 2026, its #2 holding.
Life Line Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 8 quarters since.
Life Line Wealth Management's Invesco QQQ Trust position peaked at $55M in Q4 2024.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.