TrueNorth Wealth & Impact, LLC’s Invesco QQQ Trust QQQ Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$255K	Buy	+345	New	+$247K	0.1%	149

Other funds holding QQQ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's QQQ Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 345 shares worth $255K. The stake represents 0.1% of the portfolio and ranks #149 among its holdings.

3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 345 shares of Invesco QQQ Trust worth $255K as of Q3 2026.
Invesco QQQ Trust was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Invesco QQQ Trust made up 0.1% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #149 holding.
3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.