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Pitti Group Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Pitti Group 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 		$643K Sell
1,114
-1
-0.1% -$608 0.52% 41
2025
Q4 		$685K Hold
1,115
– – 0.56% 38
2025
Q3 		$669K Sell
1,115
-203
-15% -$116K 0.57% 36
2025
Q2 		$727K Buy
1,318
+32
+2% +$15.9K 0.63% 35
2025
Q1 		$603K Sell
1,286
-11
-0.8% -$5.59K 0.62% 38
2024
Q4 		$663K Sell
1,297
-14
-1% -$7.08K 0.67% 39
2024
Q3 		$537K Hold
1,311
– – 0.58% 37
2024
Q2 		$537K Buy
1,311
+48
+4% +$21.6K 0.58% 37
2024
Q1 		$562K Sell
1,263
-48
-4% -$20.6K 0.63% 36
2023
Q4 		$537K Sell
1,311
-138
-10% -$52.4K 0.58% 37
2023
Q3 		$519K Buy
1,449
+12
+0.8% +$4.45K 0.59% 39
2023
Q2 		$531K Sell
1,437
-166
-10% -$55.9K 0.59% 38
2023
Q1 		$514K Sell
1,603
-426
-21% -$126K 0.57% 42
2022
Q4 		$540K Sell
2,029
-70
-3% -$19.4K 0.64% 39
2022
Q3 		$561K Sell
2,099
-225
-10% -$67.9K 0.77% 32
2022
Q2 		$651K Sell
2,324
-2,962
-56% -$919K 0.89% 28
2022
Q1 		$1.92M Buy
5,286
+99
+2% +$35.2K 2.23% 9
2021
Q4 		$2.06M Buy
+5,187
New +$2M 2.3% 9

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

Pitti Group Wealth Management's QQQ Position: Q1 2026 in Review

Pitti Group Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 0.09% in Q1 2026, selling an estimated $608 and leaving 1,114 shares worth $643K. The position accounts for 0.52% of the portfolio, ranked #41.

Pitti Group Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.06M in Q4 2021. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Pitti Group Wealth Management held 1,114 shares of Invesco QQQ Trust worth $643K as of Q1 2026.
  • Pitti Group Wealth Management sold 1 Invesco QQQ Trust share in Q1 2026, an estimated $608.
  • Invesco QQQ Trust made up 0.52% of Pitti Group Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Pitti Group Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
  • Pitti Group Wealth Management's Invesco QQQ Trust position peaked at $2.06M in Q4 2021.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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