LMG Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

LMG Wealth Partners’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	$287K	Hold	497	–	–	0.05%	134
2025 Q4	$305K	Hold	497	–	–	0.06%	128
2025 Q3	$298K	Hold	497	–	–	0.06%	129
2025 Q2	$274K	Buy	497 +43	+9%	+$21.4K	0.06%	122
2025 Q1	$213K	Hold	454	–	–	0.05%	124
2024 Q4	$232K	Buy	454 +10	+2%	+$5.06K	0.05%	120
2024 Q3	$217K	Hold	444	–	–	0.05%	117
2024 Q2	$213K	Buy	+444	New	+$200K	0.05%	117
2024 Q1	–	Sell	-494	Closed	-$202K	–	123
2023 Q4	$202K	Buy	+494	New	+$188K	0.06%	103

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

LMG Wealth Partners's QQQ Position: Q1 2026 in Review

LMG Wealth Partners held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 497 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #134.

LMG Wealth Partners first reported a position in QQQ in Q4 2023 and has held it in 9 quarters since. The position peaked at $305K in Q4 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

LMG Wealth Partners held 497 shares of Invesco QQQ Trust worth $287K as of Q1 2026.
LMG Wealth Partners left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.05% of LMG Wealth Partners's portfolio in Q1 2026, its #134 holding.
LMG Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 9 quarters since.
LMG Wealth Partners's Invesco QQQ Trust position peaked at $305K in Q4 2025.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.