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Marks Group Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Marks Group 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 		$780K Sell
1,351
-267
-17% -$162K 0.08% 211
2025
Q4 		$994K Hold
1,618
– – 0.1% 190
2025
Q3 		$971K Buy
1,618
+8
+0.5% +$4.58K 0.09% 179
2025
Q2 		$888K Sell
1,610
-7
-0.4% -$3.48K 0.08% 186
2025
Q1 		$758K Buy
1,617
+40
+3% +$20.3K 0.07% 201
2024
Q4 		$806K Buy
1,577
+236
+18% +$119K 0.08% 185
2024
Q3 		$655K Sell
1,341
-128
-9% -$60.6K 0.06% 202
2024
Q2 		$704K Buy
1,469
+128
+10% +$57.6K 0.07% 195
2024
Q1 		$595K Buy
1,341
+50
+4% +$21.4K 0.06% 207
2023
Q4 		$529K Buy
1,291
+83
+7% +$31.5K 0.06% 213
2023
Q3 		$433K Buy
1,208
+206
+21% +$76.4K 0.05% 218
2023
Q2 		$370K Hold
1,002
– – 0.04% 231
2023
Q1 		$322K Hold
1,002
– – 0.04% 245
2022
Q4 		$267K Hold
1,002
– – 0.04% 250
2022
Q3 		$268K Sell
1,002
-444
-31% -$134K 0.04% 244
2022
Q2 		$405K Buy
1,446
+302
+26% +$93.7K 0.06% 219
2022
Q1 		$415K Sell
1,144
-2
-0.2% -$710 0.05% 248
2021
Q4 		$455K Buy
1,146
+42
+4% +$16.2K 0.06% 240
2021
Q3 		$395K Hold
1,104
– – 0.05% 222
2021
Q2 		$392K Hold
1,104
– – 0.05% 195
2021
Q1 		$353K Sell
1,104
-343
-24% -$110K 0.05% 197
2020
Q4 		$454K Hold
1,447
– – 0.07% 178
2020
Q3 		$402K Hold
1,447
– – 0.07% 181
2020
Q2 		$358K Hold
1,447
– – 0.07% 181
2020
Q1 		$275K Sell
1,447
-406
-22% -$85.9K 0.07% 181
2019
Q4 		$394K Buy
+1,853
New +$371K 0.08% 185

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marks Group Wealth Management's QQQ Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 17% in Q1 2026, selling an estimated $162K and leaving 1,351 shares worth $780K. The position accounts for 0.08% of the portfolio, ranked #211.

Marks Group Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $994K in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Marks Group Wealth Management held 1,351 shares of Invesco QQQ Trust worth $780K as of Q1 2026.
  • Marks Group Wealth Management sold 267 Invesco QQQ Trust shares in Q1 2026, an estimated $162K.
  • Invesco QQQ Trust made up 0.08% of Marks Group Wealth Management's portfolio in Q1 2026, its #211 holding.
  • Marks Group Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Invesco QQQ Trust position peaked at $994K in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.