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Solutions 4 Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Solutions 4 Wealth’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 		$511K Sell
886
-294
-25% -$179K 0.77% 32
2025
Q4 		$725K Buy
1,180
+158
+15% +$97K 1.1% 27
2025
Q3 		$614K Buy
1,022
+196
+24% +$112K 0.95% 29
2025
Q2 		$456K Buy
826
+394
+91% +$196K 0.76% 34
2025
Q1 		$203K Buy
432
+2
+0.5% +$1.02K 0.36% 49
2024
Q4 		$220K Sell
430
-89
-17% -$45K 0.4% 48
2024
Q3 		$253K Buy
+519
New +$246K 0.5% 47

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Solutions 4 Wealth's QQQ Position: Q1 2026 in Review

Solutions 4 Wealth reduced its Invesco QQQ Trust (QQQ) stake by 25% in Q1 2026, selling an estimated $179K and leaving 886 shares worth $511K. The position accounts for 0.77% of the portfolio, ranked #32.

Solutions 4 Wealth first reported a position in QQQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $725K in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Solutions 4 Wealth held 886 shares of Invesco QQQ Trust worth $511K as of Q1 2026.
  • Solutions 4 Wealth sold 294 Invesco QQQ Trust shares in Q1 2026, an estimated $179K.
  • Invesco QQQ Trust made up 0.77% of Solutions 4 Wealth's portfolio in Q1 2026, its #32 holding.
  • Solutions 4 Wealth first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 7 quarters since.
  • Solutions 4 Wealth's Invesco QQQ Trust position peaked at $725K in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.