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

Prestige Wealth Management Group’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 Q2	$67.8K	Sell	92 -25	-21%	-$17.2K	0.01%	238
2026 Q1	$67.5K	Sell	117 -108	-48%	-$65.6K	0.01%	231
2025 Q4	$138K	Hold	225	–	–	0.03%	184
2025 Q3	$135K	Sell	225 -16	-7%	-$9.16K	0.03%	197
2025 Q2	$133K	Hold	241	–	–	0.03%	194
2025 Q1	$113K	Hold	241	–	–	0.02%	191
2024 Q4	$123K	Hold	241	–	–	0.03%	187
2024 Q3	$118K	Hold	241	–	–	0.02%	182
2024 Q2	$116K	Sell	241 -30	-11%	-$13.5K	0.03%	164
2024 Q1	$120K	Hold	271	–	–	0.03%	184
2023 Q4	$111K	Hold	271	–	–	0.03%	180
2023 Q3	$97.2K	Hold	271	–	–	0.02%	185
2023 Q2	$100K	Sell	271 -30	-10%	-$10.1K	0.02%	206
2023 Q1	$96.7K	Buy	301 +13	+5%	+$3.84K	0.02%	188
2022 Q4	$76.7K	Buy	288 +8	+3%	+$2.21K	0.02%	217
2022 Q3	$75K	Sell	280 -215	-43%	-$64.9K	0.02%	192
2022 Q2	$139K	Buy	495 +421	+569%	+$131K	0.04%	154
2022 Q1	$27K	Buy	74 +12	+19%	+$4.26K	0.01%	303
2021 Q4	$25K	Hold	62	–	–	0.01%	344
2021 Q3	$22K	Hold	62	–	–	0.01%	359
2021 Q2	$22K	Hold	62	–	–	0.01%	351
2021 Q1	$20K	Sell	62 -300	-83%	-$95.9K	0.01%	362
2020 Q4	$114K	Hold	362	–	–	0.03%	166
2020 Q3	$101K	Hold	362	–	–	0.03%	172
2020 Q2	$90K	Hold	362	–	–	0.03%	164
2020 Q1	$69K	Hold	362	–	–	0.03%	147
2019 Q4	$77K	Hold	362	–	–	0.04%	180
2019 Q3	$68K	Hold	362	–	–	0.04%	183
2019 Q2	$68K	Hold	362	–	–	0.04%	178
2019 Q1	$65K	Hold	362	–	–	0.04%	176
2018 Q4	$56K	Buy	+362	New	+$60.5K	0.04%	185

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Prestige Wealth Management Group's QQQ Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Invesco QQQ Trust (QQQ) stake by 21% in Q2 2026, selling an estimated $17.2K and leaving 92 shares worth $67.8K. The position accounts for 0.01% of the portfolio, ranked #238.

Prestige Wealth Management Group first reported a position in QQQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $139K in Q2 2022. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Prestige Wealth Management Group held 92 shares of Invesco QQQ Trust worth $67.8K as of Q2 2026.
Prestige Wealth Management Group sold 25 Invesco QQQ Trust shares in Q2 2026, an estimated $17.2K.
Invesco QQQ Trust made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #238 holding.
Prestige Wealth Management Group first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's Invesco QQQ Trust position peaked at $139K in Q2 2022.
3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.