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

Prosperity Financial 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	–	Sell	-340	Closed	-$209K	–	200
2025 Q4	$209K	Sell	340 -348	-51%	-$214K	0.08%	172
2025 Q3	$413K	Sell	688 -47	-6%	-$26.9K	0.15%	116
2025 Q2	$406K	Buy	735 +3	+0.4%	+$1.49K	0.17%	114
2025 Q1	$343K	Sell	732 -228	-24%	-$116K	0.17%	113
2024 Q4	$491K	Buy	+960	New	+$486K	0.24%	93
2024 Q2	–	Sell	-3,256	Closed	-$1.45M	–	151
2024 Q1	$1.45M	Buy	3,256 +260	+9%	+$111K	0.89%	32
2023 Q4	$1.23M	Sell	2,996 -1,177	-28%	-$447K	0.85%	30
2023 Q3	$1.5M	Buy	+4,173	New	+$1.55M	1.23%	22

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

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Prosperity Financial Group sold out of Invesco QQQ Trust (QQQ) in Q1 2026, closing a stake of 340 shares — an estimated $209K sold.

Prosperity Financial Group first reported a position in QQQ in Q3 2023 and held it in 8 quarters. The position peaked at $1.5M in Q3 2023. 3,838 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Prosperity Financial Group reported no remaining Invesco QQQ Trust position as of Q1 2026 after selling out during the quarter.
Prosperity Financial Group sold 340 Invesco QQQ Trust shares in Q1 2026, an estimated $209K.
Prosperity Financial Group first reported a position in Invesco QQQ Trust in Q3 2023 and held it in 8 quarters.
Prosperity Financial Group's Invesco QQQ Trust position peaked at $1.5M in Q3 2023.
3,838 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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