LPWM LLC’s Invesco QQQ Trust QQQ Stock Holding History

LPWM 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	$672K	Buy	1,165 +27	+2%	+$16.4K	0.17%	57
2025 Q4	$699K	Sell	1,138 -15	-1%	-$9.2K	0.18%	56
2025 Q3	$692K	Buy	1,153 +11	+1%	+$6.3K	0.18%	50
2025 Q2	$630K	Hold	1,142	–	–	0.18%	50
2025 Q1	$536K	Hold	1,142	–	–	0.17%	50
2024 Q4	$584K	Buy	1,142 +40	+4%	+$20.2K	0.19%	49
2024 Q3	$531K	Hold	1,102	–	–	0.17%	49
2024 Q2	$548K	Hold	1,102	–	–	0.19%	50
2024 Q1	$483K	Buy	1,102 +69	+7%	+$29.6K	0.18%	48
2023 Q4	$410K	Buy	+1,033	New	+$392K	0.16%	50

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

LPWM LLC's QQQ Position: Q1 2026 in Review

LPWM LLC increased its Invesco QQQ Trust (QQQ) stake by 2.4% in Q1 2026, buying an estimated $16.4K and bringing the position to 1,165 shares worth $672K. The position accounts for 0.17% of the portfolio, ranked #57.

LPWM LLC first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $699K in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

LPWM LLC held 1,165 shares of Invesco QQQ Trust worth $672K as of Q1 2026.
LPWM LLC bought 27 Invesco QQQ Trust shares in Q1 2026, an estimated $16.4K.
Invesco QQQ Trust made up 0.17% of LPWM LLC's portfolio in Q1 2026, its #57 holding.
LPWM LLC first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
LPWM LLC's Invesco QQQ Trust position peaked at $699K in Q4 2025.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.