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Total Clarity Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Total Clarity 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 		$2.42M Sell
4,189
-82
-2% -$49.8K 0.57% 51
2025
Q4 		$2.62M Sell
4,271
-601
-12% -$369K 0.63% 45
2025
Q3 		$2.92M Buy
4,872
+86
+2% +$49.2K 0.78% 36
2025
Q2 		$2.64M Buy
4,786
+120
+3% +$59.7K 0.76% 36
2025
Q1 		$2.39M Hold
4,666
– – 0.78% 37
2024
Q4 		$2.39M Sell
4,666
-15
-0.3% -$7.59K 0.78% 37
2024
Q3 		$2.28M Sell
4,681
-381
-8% -$180K 0.74% 36
2024
Q2 		$2.43M Sell
5,062
-216
-4% -$97.1K 0.84% 35
2024
Q1 		$2.34M Buy
5,278
+256
+5% +$110K 0.81% 31
2023
Q4 		$2.06M Buy
5,022
+326
+7% +$124K 0.84% 28
2023
Q3 		$1.68M Buy
4,696
+1,215
+35% +$451K 0.81% 29
2023
Q2 		$1.29M Sell
3,481
-72
-2% -$24.2K 0.64% 45
2023
Q1 		$1.14M Buy
3,553
+61
+2% +$18K 0.62% 46
2022
Q4 		$930K Buy
3,492
+8
+0.2% +$2.21K 0.47% 52
2022
Q3 		$931K Sell
3,484
-4,625
-57% -$1.4M 0.58% 51
2022
Q2 		$2.27M Buy
8,109
+2,181
+37% +$677K 1.18% 17
2022
Q1 		$2.15M Buy
5,928
+2,370
+67% +$842K 1.18% 18
2021
Q4 		$1.42M Sell
3,558
-21
-0.6% -$8.11K 0.64% 36
2021
Q3 		$1.28M Buy
3,579
+177
+5% +$65.2K 0.61% 41
2021
Q2 		$1.21M Buy
3,402
+83
+3% +$27.9K 0.67% 46
2021
Q1 		$1.06M Sell
3,319
-1,871
-36% -$598K 0.61% 37
2020
Q4 		$1.63M Sell
5,190
-302
-5% -$88.7K 1.13% 26
2020
Q3 		$1.53M Sell
5,492
-821
-13% -$223K 1.33% 20
2020
Q2 		$1.56M Buy
6,313
+1,414
+29% +$317K 1.43% 18
2020
Q1 		$933K Buy
4,899
+1,961
+67% +$415K 1.44% 20
2019
Q4 		$625K Buy
+2,938
New +$588K 0.47% 50

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

Total Clarity Wealth Management's QQQ Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 1.9% in Q1 2026, selling an estimated $49.8K and leaving 4,189 shares worth $2.42M. The position accounts for 0.57% of the portfolio, ranked #51.

Total Clarity Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.92M in Q3 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Total Clarity Wealth Management held 4,189 shares of Invesco QQQ Trust worth $2.42M as of Q1 2026.
  • Total Clarity Wealth Management sold 82 Invesco QQQ Trust shares in Q1 2026, an estimated $49.8K.
  • Invesco QQQ Trust made up 0.57% of Total Clarity Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Total Clarity Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
  • Total Clarity Wealth Management's Invesco QQQ Trust position peaked at $2.92M in Q3 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.