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Wealth Dimensions Group’s Invesco QQQ Trust QQQ Stock Holding History

Wealth Dimensions Group’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 		$1.3M Buy
2,261
+16
+0.7% +$9.72K 0.26% 46
2025
Q4 		$1.38M Hold
2,245
– – 0.27% 47
2025
Q3 		$1.35M Buy
2,245
+9
+0.4% +$5.15K 0.28% 47
2025
Q2 		$1.23M Buy
2,236
+72
+3% +$35.8K 0.27% 46
2025
Q1 		$1.01M Sell
2,164
-93
-4% -$47.3K 0.24% 53
2024
Q4 		$1.15M Buy
2,257
+560
+33% +$283K 0.28% 49
2024
Q3 		$828K Buy
1,697
+8
+0.5% +$3.79K 0.21% 59
2024
Q2 		$809K Buy
1,689
+30
+2% +$13.5K 0.23% 53
2024
Q1 		$737K Sell
1,659
-107
-6% -$45.9K 0.22% 59
2023
Q4 		$723K Buy
1,766
+92
+5% +$34.9K 0.23% 54
2023
Q3 		$600K Sell
1,674
-176
-10% -$65.3K 0.22% 64
2023
Q2 		$683K Buy
1,850
+245
+15% +$82.5K 0.25% 54
2023
Q1 		$515K Buy
1,605
+500
+45% +$148K 0.2% 71
2022
Q4 		$294K Sell
1,105
-14
-1% -$3.87K 0.12% 104
2022
Q3 		$299K Buy
1,119
+51
+5% +$15.4K 0.15% 90
2022
Q2 		$299K Buy
1,068
+1
+0.1% +$310 0.14% 96
2022
Q1 		$387K Hold
1,067
– – 0.18% 92
2021
Q4 		$425K Sell
1,067
-13
-1% -$5.02K 0.21% 86
2021
Q3 		$387K Buy
1,080
+71
+7% +$26.1K 0.25% 87
2021
Q2 		$358K Sell
1,009
-35
-3% -$11.8K 0.24% 86
2021
Q1 		$333K Buy
1,044
+109
+12% +$34.9K 0.26% 80
2020
Q4 		$293K Buy
+935
New +$274K 0.25% 80

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

Wealth Dimensions Group's QQQ Position: Q1 2026 in Review

Wealth Dimensions Group increased its Invesco QQQ Trust (QQQ) stake by 0.71% in Q1 2026, buying an estimated $9.72K and bringing the position to 2,261 shares worth $1.3M. The position accounts for 0.26% of the portfolio, ranked #46.

Wealth Dimensions Group first reported a position in QQQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.38M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Wealth Dimensions Group held 2,261 shares of Invesco QQQ Trust worth $1.3M as of Q1 2026.
  • Wealth Dimensions Group bought 16 Invesco QQQ Trust shares in Q1 2026, an estimated $9.72K.
  • Invesco QQQ Trust made up 0.26% of Wealth Dimensions Group's portfolio in Q1 2026, its #46 holding.
  • Wealth Dimensions Group first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Invesco QQQ Trust position peaked at $1.38M in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.