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

Thrive 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
Q3 		$1.32M Buy
1,778
+204
+13% +$146K 0.16% 69
2026
Q2 		$1.16M Buy
1,574
+364
+30% +$250K 0.15% 73
2026
Q1 		$699K Sell
1,210
-32
-3% -$19.4K 0.1% 97
2025
Q4 		$763K Sell
1,242
-227
-15% -$139K 0.11% 96
2025
Q3 		$882K Buy
1,469
+50
+4% +$28.6K 0.13% 88
2025
Q2 		$783K Buy
1,419
+154
+12% +$76.6K 0.13% 96
2025
Q1 		$593K Buy
1,265
+65
+5% +$33K 0.11% 98
2024
Q4 		$614K Sell
1,200
-3
-0.2% -$1.52K 0.11% 100
2024
Q3 		$587K Sell
1,203
-23
-2% -$10.9K 0.11% 99
2024
Q2 		$587K Buy
1,226
+30
+3% +$13.5K 0.12% 97
2024
Q1 		$531K Buy
1,196
+538
+82% +$231K 0.11% 100
2023
Q4 		$270K Sell
658
-1
-0.2% -$380 0.06% 152
2023
Q3 		$236K Sell
659
-8
-1% -$2.97K 0.06% 152
2023
Q2 		$246K Hold
667
– – 0.06% 155
2023
Q1 		$214K Buy
+667
New +$197K 0.05% 162
2022
Q4 		– Sell
-5,633
Closed -$1.5M – 169
2022
Q3 		$1.5M Buy
5,633
+4,758
+544% +$1.44M 0.53% 26
2022
Q2 		$245K Buy
875
+172
+24% +$53.4K 0.09% 131
2022
Q1 		$255K Buy
+703
New +$250K 0.08% 133

Other funds holding QQQ

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Thrive Wealth Management's QQQ Position: Q3 2026 in Review

Thrive Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 13% in Q3 2026, buying an estimated $146K and bringing the position to 1,778 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #69.

Thrive Wealth Management first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.5M in Q3 2022. 1,225 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Thrive Wealth Management held 1,778 shares of Invesco QQQ Trust worth $1.32M as of Q3 2026.
  • Thrive Wealth Management bought 204 Invesco QQQ Trust shares in Q3 2026, an estimated $146K.
  • Invesco QQQ Trust made up 0.16% of Thrive Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Thrive Wealth Management first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
  • Thrive Wealth Management's Invesco QQQ Trust position peaked at $1.5M in Q3 2022.
  • 1,225 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.