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

Parkshore 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 Q3	$1.02M	Sell	1,374 -11	-0.8%	-$7.86K	0.26%	29
2026 Q2	$1.02M	Sell	1,385 -47	-3%	-$32.3K	0.29%	29
2026 Q1	$826K	Sell	1,432 -38	-3%	-$23.1K	0.28%	31
2025 Q4	$903K	Buy	1,470 +2	+0.1%	+$1.23K	0.34%	31
2025 Q3	$881K	Hold	1,468	–	–	0.36%	30
2025 Q2	$810K	Sell	1,468 -61	-4%	-$30.3K	0.4%	34
2025 Q1	$717K	Buy	1,529 +5	+0.3%	+$2.54K	0.42%	33
2024 Q4	$779K	Buy	+1,524	New	+$771K	0.47%	35

Other funds holding QQQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Parkshore Wealth Management's QQQ Position: Q3 2026 in Review

Parkshore Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 0.79% in Q3 2026, selling an estimated $7.86K and leaving 1,374 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #29.

Parkshore Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2026. 2,594 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Parkshore Wealth Management held 1,374 shares of Invesco QQQ Trust worth $1.02M as of Q3 2026.
Parkshore Wealth Management sold 11 Invesco QQQ Trust shares in Q3 2026, an estimated $7.86K.
Invesco QQQ Trust made up 0.26% of Parkshore Wealth Management's portfolio in Q3 2026, its #29 holding.
Parkshore Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Invesco QQQ Trust position peaked at $1.02M in Q2 2026.
2,594 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.