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

Prosperity 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
2025
Q4 		$12.3M Buy
20,001
+591
+3% +$363K 4.09% 4
2025
Q3 		$11.7M Sell
19,410
-464
-2% -$266K 3.96% 4
2025
Q2 		$11M Sell
19,874
-1,178
-6% -$586K 4.06% 4
2025
Q1 		$9.87M Sell
21,052
-16,961
-45% -$8.62M 4.64% 4
2024
Q4 		$19.4M Buy
38,013
+12,639
+50% +$6.39M 7.99% 2
2024
Q3 		$12.4M Sell
25,374
-21,060
-45% -$9.97M 4.95% 5
2024
Q2 		$22.2M Sell
46,434
-10,836
-19% -$4.87M 10.93% 2
2024
Q1 		$25.4M Buy
57,270
+50,828
+789% +$21.8M 12.05% 2
2023
Q4 		$2.64M Buy
6,442
+3,605
+127% +$1.37M 1.71% 11
2023
Q3 		$1.02M Buy
2,837
+48
+2% +$17.8K 0.65% 27
2023
Q2 		$1.03M Sell
2,789
-2,234
-44% -$752K 0.67% 23
2023
Q1 		$1.61M Sell
5,023
-7,564
-60% -$2.23M 1.28% 17
2022
Q4 		$3.35M Buy
+12,587
New +$3.48M 3.16% 9

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prosperity Wealth Management's QQQ Position: Q4 2025 in Review

Prosperity Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 3% in Q4 2025, buying an estimated $363K and bringing the position to 20,001 shares worth $12.3M. The position accounts for 4.09% of the portfolio, ranked #4.

Prosperity Wealth Management first reported a position in QQQ in Q4 2022 and has held it in 13 quarters since. The position peaked at $25.4M in Q1 2024. 3,851 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • Prosperity Wealth Management held 20,001 shares of Invesco QQQ Trust worth $12.3M as of Q4 2025.
  • Prosperity Wealth Management bought 591 Invesco QQQ Trust shares in Q4 2025, an estimated $363K.
  • Invesco QQQ Trust made up 4.09% of Prosperity Wealth Management's portfolio in Q4 2025, its #4 holding.
  • Prosperity Wealth Management first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 13 quarters since.
  • Prosperity Wealth Management's Invesco QQQ Trust position peaked at $25.4M in Q1 2024.
  • 3,851 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.