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

Stillwater 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 		$5.12M Buy
8,876
+944
+12% +$573K 3.17% 7
2025
Q4 		$4.87M Sell
7,932
-599
-7% -$368K 3.3% 11
2025
Q3 		$5.12M Buy
+8,531
New +$4.89M 3.58% 4
2025
Q1 		$2.84M Sell
6,058
-684
-10% -$348K 2.46% 19
2024
Q4 		$3.45M Buy
+6,742
New +$3.41M 3.09% 6

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 $445B AUM 25.58% 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

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

Stillwater Wealth Management Group increased its Invesco QQQ Trust (QQQ) stake by 12% in Q1 2026, buying an estimated $573K and bringing the position to 8,876 shares worth $5.12M. The position accounts for 3.17% of the portfolio, ranked #7.

Stillwater Wealth Management Group first reported a position in QQQ in Q4 2024 and has held it in 5 quarters since. 3,833 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Stillwater Wealth Management Group held 8,876 shares of Invesco QQQ Trust worth $5.12M as of Q1 2026.
  • Stillwater Wealth Management Group bought 944 Invesco QQQ Trust shares in Q1 2026, an estimated $573K.
  • Invesco QQQ Trust made up 3.17% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #7 holding.
  • Stillwater Wealth Management Group first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 5 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.