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Mission Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Mission 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
2019
Q1 		– Sell
-1,000
Closed -$154K – 321
2018
Q4 		$154K Buy
+1,000
New +$167K 0.02% 267

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

Mission Wealth Management's QQQ Position: Q1 2026 in Review

Mission Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 1.8% in Q1 2026, buying an estimated $376K and bringing the position to 35,595 shares worth $20.5M. The position accounts for 0.42% of the portfolio, ranked #42.

Mission Wealth Management first reported a position in QQQ in Q2 2015 and has held it in 44 quarters since. The position peaked at $21.7M in Q3 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Mission Wealth Management held 35,595 shares of Invesco QQQ Trust worth $20.5M as of Q1 2026.
  • Mission Wealth Management bought 619 Invesco QQQ Trust shares in Q1 2026, an estimated $376K.
  • Invesco QQQ Trust made up 0.42% of Mission Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Mission Wealth Management first reported a position in Invesco QQQ Trust in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's Invesco QQQ Trust position peaked at $21.7M in Q3 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.