Midland Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Midland Wealth Advisors’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	$1.68M	Sell	2,912 -62	-2%	-$37.7K	0.09%	48
2025 Q4	$1.83M	Sell	2,974 -62	-2%	-$38K	0.1%	48
2025 Q3	$1.82M	Sell	3,036 -21	-0.7%	-$12K	0.1%	52
2025 Q2	$1.69M	Sell	3,057 -630	-17%	-$313K	0.09%	53
2025 Q1	$1.73M	Sell	3,687 -2,873	-44%	-$1.46M	0.1%	51
2024 Q4	$3.35M	Buy	6,560 +752	+13%	+$380K	0.2%	28
2024 Q3	$2.83M	Buy	+5,808	New	+$2.75M	0.17%	36

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

Midland Wealth Advisors's QQQ Position: Q1 2026 in Review

Midland Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 2.1% in Q1 2026, selling an estimated $37.7K and leaving 2,912 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #48.

Midland Wealth Advisors first reported a position in QQQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.35M in Q4 2024. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Midland Wealth Advisors held 2,912 shares of Invesco QQQ Trust worth $1.68M as of Q1 2026.
Midland Wealth Advisors sold 62 Invesco QQQ Trust shares in Q1 2026, an estimated $37.7K.
Invesco QQQ Trust made up 0.09% of Midland Wealth Advisors's portfolio in Q1 2026, its #48 holding.
Midland Wealth Advisors first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 7 quarters since.
Midland Wealth Advisors's Invesco QQQ Trust position peaked at $3.35M in Q4 2024.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.