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

Steelhead 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
2026 Q1	$30.5M	Buy	+52,923	New	+$32.2M	15.49%	1

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steelhead Wealth Management's QQQ Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q1 2026: 52,923 shares worth $30.5M. The stake represents 15.49% of the portfolio and ranks #1 among its holdings.

3,830 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Steelhead Wealth Management held 52,923 shares of Invesco QQQ Trust worth $30.5M as of Q1 2026.
Invesco QQQ Trust was a new Steelhead Wealth Management position in Q1 2026.
Invesco QQQ Trust made up 15.49% of Steelhead Wealth Management's portfolio in Q1 2026, its #1 holding.
3,830 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.