Prosperity Consulting Group’s Invesco QQQ Trust QQQ Stock Holding History

Prosperity Consulting 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 Q1	$72.7M	Buy	126,020 +714	+0.6%	+$434K	3.24%	4
2025 Q4	$77M	Buy	125,306 +22,820	+22%	+$14M	3.46%	3
2025 Q3	$61.5M	Buy	102,486 +92,101	+887%	+$52.7M	3.03%	5
2025 Q2	$5.73M	Sell	10,385 -1,363	-12%	-$678K	0.42%	54
2025 Q1	$5.51M	Sell	11,748 -29	-0.2%	-$14.7K	0.43%	55
2024 Q4	$6.02M	Buy	11,777 +58	+0.5%	+$29.3K	0.45%	48
2024 Q3	$5.72M	Buy	11,719 +4,985	+74%	+$2.36M	0.45%	51
2024 Q2	$3.23M	Sell	6,734 -229	-3%	-$103K	0.44%	60
2024 Q1	$3.09M	Buy	6,963 +655	+10%	+$281K	0.39%	76
2023 Q4	$2.58M	Sell	6,308 -109	-2%	-$41.4K	0.87%	26
2023 Q3	$2.3M	Buy	6,417 +138	+2%	+$51.2K	1.06%	26
2023 Q2	$2.32M	Sell	6,279 -313	-5%	-$105K	1.42%	19
2023 Q1	$2.12M	Buy	6,592 +112	+2%	+$33K	1.34%	21
2022 Q4	$1.73M	Sell	6,480 -29	-0.4%	-$8.02K	1.15%	25
2022 Q3	$1.74M	Buy	6,509 +95	+1%	+$28.7K	1.43%	18
2022 Q2	$1.8M	Sell	6,414 -78	-1%	-$24.2K	1.56%	20
2022 Q1	$2.35M	Sell	6,492 -21	-0.3%	-$7.46K	1.75%	14
2021 Q4	$2.4M	Buy	+6,513	New	+$2.51M	1.8%	17

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prosperity Consulting Group's QQQ Position: Q1 2026 in Review

Prosperity Consulting Group increased its Invesco QQQ Trust (QQQ) stake by 0.57% in Q1 2026, buying an estimated $434K and bringing the position to 126,020 shares worth $72.7M. The position accounts for 3.24% of the portfolio, ranked #4.

Prosperity Consulting Group first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $77M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Prosperity Consulting Group held 126,020 shares of Invesco QQQ Trust worth $72.7M as of Q1 2026.
Prosperity Consulting Group bought 714 Invesco QQQ Trust shares in Q1 2026, an estimated $434K.
Invesco QQQ Trust made up 3.24% of Prosperity Consulting Group's portfolio in Q1 2026, its #4 holding.
Prosperity Consulting Group first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
Prosperity Consulting Group's Invesco QQQ Trust position peaked at $77M in Q4 2025.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.