Maia Wealth
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Maia Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Maia Wealth’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
Q3 		$1.2M Buy
1,618
+1
+0.1% +$715 0.16% 139
2026
Q2 		$1.19M Buy
1,617
+33
+2% +$22.7K 0.18% 144
2026
Q1 		$914K Sell
1,584
-49
-3% -$29.8K 0.15% 153
2025
Q4 		$981K Sell
1,633
-168
-9% -$103K 0.17% 138
2025
Q3 		$1.12M Sell
1,801
-187
-9% -$107K 0.19% 132
2025
Q2 		$1.1M Sell
1,988
-135
-6% -$67.1K 0.21% 123
2025
Q1 		$971K Buy
2,123
+65
+3% +$33K 0.22% 112
2024
Q4 		$1.06M Buy
2,058
+451
+28% +$228K 0.23% 98
2024
Q3 		$791K Buy
1,607
+36
+2% +$17K 0.2% 109
2024
Q2 		$780K Buy
+1,571
New +$707K 0.23% 91
2023
Q4 		$688K Buy
+1,680
New +$638K 0.28% 69

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Maia Wealth's QQQ Position: Q3 2026 in Review

Maia Wealth increased its Invesco QQQ Trust (QQQ) stake by 0.06% in Q3 2026, buying an estimated $715 and bringing the position to 1,618 shares worth $1.2M. The position accounts for 0.16% of the portfolio, ranked #139.

Maia Wealth first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 3,474 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Maia Wealth held 1,618 shares of Invesco QQQ Trust worth $1.2M as of Q3 2026.
  • Maia Wealth bought 1 Invesco QQQ Trust share in Q3 2026, an estimated $715.
  • Invesco QQQ Trust made up 0.16% of Maia Wealth's portfolio in Q3 2026, its #139 holding.
  • Maia Wealth first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 3,474 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.