Long Island Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Long Island 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	$514K	Buy	890 +1	+0.1%	+$608	0.24%	54
2025 Q4	$546K	Sell	889 -43	-5%	-$26.4K	0.26%	55
2025 Q3	$560K	Hold	932	–	–	0.27%	56
2025 Q2	$514K	Buy	932 +30	+3%	+$14.9K	0.27%	56
2025 Q1	$423K	Hold	902	–	–	0.26%	57
2024 Q4	$461K	Buy	902 +1	+0.1%	+$506	0.29%	53
2024 Q3	$440K	Hold	901	–	–	0.29%	53
2024 Q2	$431K	Hold	901	–	–	0.3%	54
2024 Q1	$400K	Buy	901 +2	+0.2%	+$858	0.28%	56
2023 Q4	$369K	Buy	+899	New	+$341K	0.26%	57

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

Long Island Wealth Management's QQQ Position: Q1 2026 in Review

Long Island Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 0.11% in Q1 2026, buying an estimated $608 and bringing the position to 890 shares worth $514K. The position accounts for 0.24% of the portfolio, ranked #54.

Long Island Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $560K in Q3 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Long Island Wealth Management held 890 shares of Invesco QQQ Trust worth $514K as of Q1 2026.
Long Island Wealth Management bought 1 Invesco QQQ Trust share in Q1 2026, an estimated $608.
Invesco QQQ Trust made up 0.24% of Long Island Wealth Management's portfolio in Q1 2026, its #54 holding.
Long Island Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Invesco QQQ Trust position peaked at $560K in Q3 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.