Paulson Wealth Management
QQQ icon

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

Paulson 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 		$5.36M Sell
7,252
-183
-2% -$131K 1.12% 17
2026
Q2 		$5.48M Sell
7,435
-221
-3% -$152K 1.16% 16
2026
Q1 		$4.42M Buy
7,656
+217
+3% +$132K 1.04% 18
2025
Q4 		$4.57M Sell
7,439
-17
-0.2% -$10.4K 1.06% 17
2025
Q3 		$4.48M Sell
7,456
-1,268
-15% -$726K 1.06% 17
2025
Q2 		$4.81M Sell
8,724
-1,224
-12% -$609K 1.25% 12
2025
Q1 		$4.66M Sell
9,948
-1,232
-11% -$626K 1.31% 14
2024
Q4 		$5.72M Sell
11,180
-666
-6% -$337K 1.56% 12
2024
Q3 		$5.78M Sell
11,846
-1,840
-13% -$871K 1.55% 13
2024
Q2 		$6.56M Sell
13,686
-720
-5% -$324K 1.91% 13
2024
Q1 		$6.4M Sell
14,406
-375
-3% -$161K 1.88% 12
2023
Q4 		$6.05M Sell
14,781
-86
-0.6% -$32.6K 1.94% 12
2023
Q3 		$5.33M Buy
14,867
+527
+4% +$195K 1.86% 12
2023
Q2 		$5.3M Buy
14,340
+13,586
+1,802% +$4.57M 1.81% 12
2023
Q1 		$242K Buy
+754
New +$222K 0.11% 83
2022
Q4 		– Sell
-937
Closed -$250K – 91
2022
Q3 		$250K Buy
+937
New +$283K 0.13% 65
2022
Q2 		– Sell
-817
Closed -$296K – 82
2022
Q1 		$296K Buy
817
+20
+3% +$7.1K 0.14% 62
2021
Q4 		$317K Buy
797
+24
+3% +$9.26K 0.14% 64
2021
Q3 		$277K Sell
773
-6
-0.8% -$2.21K 0.13% 75
2021
Q2 		$276K Hold
779
– – 0.13% 70
2021
Q1 		$266K Sell
779
-305
-28% -$97.5K 0.13% 72
2020
Q4 		$340K Sell
1,084
-11,100
-91% -$3.26M 0.2% 64
2020
Q3 		$3.38M Sell
12,184
-14,515
-54% -$3.94M 2.19% 14
2020
Q2 		$6.61M Buy
26,699
+9,458
+55% +$2.12M 4.63% 5
2020
Q1 		$3.61M Buy
+17,241
New +$3.65M 2.77% 7
2018
Q1 		– Sell
-266
Closed -$41K – 419
2017
Q4 		$41K Buy
+266
New +$40.6K 0.04% 212

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
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
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
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Paulson Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 2.5% in Q3 2026, selling an estimated $131K and leaving 7,252 shares worth $5.36M. The position accounts for 1.12% of the portfolio, ranked #17.

Paulson Wealth Management first reported a position in QQQ in Q4 2017 and has held it in 26 quarters since. The position peaked at $6.61M in Q2 2020. 2,925 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Paulson Wealth Management held 7,252 shares of Invesco QQQ Trust worth $5.36M as of Q3 2026.
  • Paulson Wealth Management sold 183 Invesco QQQ Trust shares in Q3 2026, an estimated $131K.
  • Invesco QQQ Trust made up 1.12% of Paulson Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Paulson Wealth Management first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 26 quarters since.
  • Paulson Wealth Management's Invesco QQQ Trust position peaked at $6.61M in Q2 2020.
  • 2,925 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.