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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
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% +$9.27K 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

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

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

Paulson Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 2.9% in Q1 2026, buying an estimated $132K and bringing the position to 7,656 shares worth $4.42M. The position accounts for 1.04% of the portfolio, ranked #18.

Paulson Wealth Management first reported a position in QQQ in Q4 2017 and has held it in 24 quarters since. The position peaked at $6.61M in Q2 2020. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Paulson Wealth Management held 7,656 shares of Invesco QQQ Trust worth $4.42M as of Q1 2026.
  • Paulson Wealth Management bought 217 Invesco QQQ Trust shares in Q1 2026, an estimated $132K.
  • Invesco QQQ Trust made up 1.04% of Paulson Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Paulson Wealth Management first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 24 quarters since.
  • Paulson Wealth Management's Invesco QQQ Trust position peaked at $6.61M in Q2 2020.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.