Pines Wealth Management
QQQ icon

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

Pines 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 		$227K Sell
307
-371
-55% -$265K 0.06% 215
2026
Q2 		$500K Buy
+678
New +$466K 0.14% 138
2025
Q3 		– Sell
-377
Closed -$210K – 236
2025
Q2 		$210K Buy
+377
New +$187K 0.07% 222

Other funds holding QQQ

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Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

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

Pines Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 55% in Q3 2026, selling an estimated $265K and leaving 307 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #215.

Pines Wealth Management first reported a position in QQQ in Q2 2025 and has held it in 3 quarters since. The position peaked at $500K in Q2 2026. 2,486 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Pines Wealth Management held 307 shares of Invesco QQQ Trust worth $227K as of Q3 2026.
  • Pines Wealth Management sold 371 Invesco QQQ Trust shares in Q3 2026, an estimated $265K.
  • Invesco QQQ Trust made up 0.06% of Pines Wealth Management's portfolio in Q3 2026, its #215 holding.
  • Pines Wealth Management first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 3 quarters since.
  • Pines Wealth Management's Invesco QQQ Trust position peaked at $500K in Q2 2026.
  • 2,486 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.