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

Signature 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 Q1	$216K	Buy	+375	New	+$228K	0.08%	124
2025 Q4	–	Sell	-375	Closed	-$225K	–	119
2025 Q3	$225K	Hold	375	–	–	0.09%	109
2025 Q2	$207K	Buy	+375	New	+$187K	0.08%	114
2018 Q4	–	Sell	-451	Closed	-$74K	–	246
2018 Q3	$74K	Hold	451	–	–	0.05%	93
2018 Q2	$77K	Hold	451	–	–	0.06%	88
2018 Q1	$72K	Buy	451 +10	+2%	+$1.65K	0.06%	87
2017 Q4	$69K	Buy	+441	New	+$67.3K	0.05%	88

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

Signature Wealth Management Group's QQQ Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in Invesco QQQ Trust (QQQ) in Q1 2026: 375 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #124 among its holdings. This is a return to the name: Signature Wealth Management Group previously reported a position in QQQ as recently as Q3 2025.

Signature Wealth Management Group first reported a position in QQQ in Q4 2017 and has held it in 7 quarters since. The position peaked at $225K in Q3 2025. 3,839 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Signature Wealth Management Group held 375 shares of Invesco QQQ Trust worth $216K as of Q1 2026.
Invesco QQQ Trust was a new Signature Wealth Management Group position in Q1 2026.
Invesco QQQ Trust made up 0.08% of Signature Wealth Management Group's portfolio in Q1 2026, its #124 holding.
Signature Wealth Management Group first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 7 quarters since.
Signature Wealth Management Group's Invesco QQQ Trust position peaked at $225K in Q3 2025.
3,839 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.