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TD Private Client Wealth’s Invesco QQQ Trust QQQ Stock Holding History

TD Private Client 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 		$41.8M Buy
72,338
+1,898
+3% +$1.15M 0.87% 25
2025
Q4 		$43.3M Sell
70,440
-6,424
-8% -$3.94M 0.92% 24
2025
Q3 		$46.1M Sell
76,864
-1,007
-1% -$577K 1.04% 22
2025
Q2 		$43M Buy
+77,871
New +$38.7M 1.06% 18
2025
Q1 		– Sell
-81,882
Closed -$41.9M – 1465
2024
Q4 		$41.9M Sell
81,882
-5,413
-6% -$2.74M 1.17% 18
2024
Q3 		$42.6M Buy
87,295
+3,839
+5% +$1.82M 1.23% 18
2024
Q2 		$40M Buy
83,456
+624
+0.8% +$281K 1.26% 17
2024
Q1 		$36.8M Buy
82,832
+1,442
+2% +$618K 1.21% 14
2023
Q4 		$33.3M Buy
81,390
+7,564
+10% +$2.87M 1.2% 15
2023
Q3 		$26.4M Buy
73,826
+8,707
+13% +$3.23M 1.15% 13
2023
Q2 		$24.1M Sell
65,119
-2,001
-3% -$674K 1.04% 15
2023
Q1 		$21.5M Buy
67,120
+1,734
+3% +$512K 0.97% 17
2022
Q4 		$17.4M Buy
65,386
+7,921
+14% +$2.19M 0.82% 21
2022
Q3 		$15.4M Buy
57,465
+7,647
+15% +$2.31M 0.79% 23
2022
Q2 		$14M Buy
49,818
+2,287
+5% +$710K 0.68% 28
2022
Q1 		$17.2M Buy
47,531
+8,108
+21% +$2.88M 0.73% 22
2021
Q4 		$15.7M Buy
39,423
+303
+0.8% +$117K 0.65% 24
2021
Q3 		$14M Buy
39,120
+5,103
+15% +$1.88M 0.6% 32
2021
Q2 		$12.1M Buy
34,017
+4,636
+16% +$1.56M 0.51% 40
2021
Q1 		$9.38M Buy
29,381
+6,295
+27% +$2.01M 0.44% 46
2020
Q4 		$7.24M Buy
23,086
+5,461
+31% +$1.6M 0.37% 59
2020
Q3 		$4.9M Buy
17,625
+3,604
+26% +$977K 0.27% 81
2020
Q2 		$3.47M Buy
14,021
+13,512
+2,655% +$3.03M 0.2% 110
2020
Q1 		$96.8K Hold
509
– – 0.01% 498
2019
Q4 		$108K Buy
+509
New +$102K 0.01% 514

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

TD Private Client Wealth's QQQ Position: Q1 2026 in Review

TD Private Client Wealth increased its Invesco QQQ Trust (QQQ) stake by 2.7% in Q1 2026, buying an estimated $1.15M and bringing the position to 72,338 shares worth $41.8M. The position accounts for 0.87% of the portfolio, ranked #25.

TD Private Client Wealth first reported a position in QQQ in Q4 2019 and has held it in 25 quarters since. The position peaked at $46.1M in Q3 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • TD Private Client Wealth held 72,338 shares of Invesco QQQ Trust worth $41.8M as of Q1 2026.
  • TD Private Client Wealth bought 1,898 Invesco QQQ Trust shares in Q1 2026, an estimated $1.15M.
  • Invesco QQQ Trust made up 0.87% of TD Private Client Wealth's portfolio in Q1 2026, its #25 holding.
  • TD Private Client Wealth first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 25 quarters since.
  • TD Private Client Wealth's Invesco QQQ Trust position peaked at $46.1M in Q3 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.