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TritonPoint Wealth’s Invesco QQQ Trust QQQ Stock Holding History

TritonPoint 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 		$2.33M Sell
4,044
-110
-3% -$66.8K 0.25% 87
2025
Q4 		$2.55M Sell
4,154
-1,223
-23% -$750K 0.26% 88
2025
Q3 		$3.23M Buy
5,377
+47
+0.9% +$26.9K 0.28% 88
2025
Q2 		$2.94M Sell
5,330
-49
-0.9% -$24.4K 0.27% 91
2025
Q1 		$2.53M Buy
5,379
+264
+5% +$134K 0.24% 101
2024
Q4 		$2.61M Sell
5,115
-11
-0.2% -$5.56K 0.24% 101
2024
Q3 		$2.5M Buy
5,126
+14
+0.3% +$6.63K 0.23% 102
2024
Q2 		$2.45M Buy
5,112
+97
+2% +$43.6K 0.24% 97
2024
Q1 		$2.05M Hold
5,015
– – 0.21% 103
2023
Q4 		$2.05M Buy
+5,015
New +$1.9M 0.2% 106

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

TritonPoint Wealth's QQQ Position: Q1 2026 in Review

TritonPoint Wealth reduced its Invesco QQQ Trust (QQQ) stake by 2.6% in Q1 2026, selling an estimated $66.8K and leaving 4,044 shares worth $2.33M. The position accounts for 0.25% of the portfolio, ranked #87.

TritonPoint Wealth first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.23M in Q3 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • TritonPoint Wealth held 4,044 shares of Invesco QQQ Trust worth $2.33M as of Q1 2026.
  • TritonPoint Wealth sold 110 Invesco QQQ Trust shares in Q1 2026, an estimated $66.8K.
  • Invesco QQQ Trust made up 0.25% of TritonPoint Wealth's portfolio in Q1 2026, its #87 holding.
  • TritonPoint Wealth first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's Invesco QQQ Trust position peaked at $3.23M in Q3 2025.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.