Veridan Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Veridan 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	$3.08M	Buy	5,345 +134	+3%	+$81.4K	1.14%	28
2025 Q4	$3.2M	Sell	5,211 -4	-0.1%	-$2.46K	1.08%	27
2025 Q3	$3.13M	Buy	+5,215	New	+$2.99M	1.08%	26
2025 Q1	$2.67M	Buy	5,691 +1,256	+28%	+$638K	1.21%	25
2024 Q4	$2.3M	Buy	+4,435	New	+$2.24M	1.08%	29
2024 Q2	$2.85M	Buy	+5,169	New	+$2.32M	1.14%	27

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Veridan Wealth's QQQ Position: Q1 2026 in Review

Veridan Wealth increased its Invesco QQQ Trust (QQQ) stake by 2.6% in Q1 2026, buying an estimated $81.4K and bringing the position to 5,345 shares worth $3.08M. The position accounts for 1.14% of the portfolio, ranked #28.

Veridan Wealth first reported a position in QQQ in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.2M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Veridan Wealth held 5,345 shares of Invesco QQQ Trust worth $3.08M as of Q1 2026.
Veridan Wealth bought 134 Invesco QQQ Trust shares in Q1 2026, an estimated $81.4K.
Invesco QQQ Trust made up 1.14% of Veridan Wealth's portfolio in Q1 2026, its #28 holding.
Veridan Wealth first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 6 quarters since.
Veridan Wealth's Invesco QQQ Trust position peaked at $3.2M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.