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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
Q2 		$1.66M Sell
2,260
-1
-0% -$688 0.3% 47
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Dimensions Group's QQQ Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Invesco QQQ Trust (QQQ) stake by 0.04% in Q2 2026, selling an estimated $688 and leaving 2,260 shares worth $1.66M. The position accounts for 0.3% of the portfolio, ranked #47.

Wealth Dimensions Group first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Wealth Dimensions Group held 2,260 shares of Invesco QQQ Trust worth $1.66M as of Q2 2026.
  • Wealth Dimensions Group sold 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
  • Invesco QQQ Trust made up 0.3% of Wealth Dimensions Group's portfolio in Q2 2026, its #47 holding.
  • Wealth Dimensions Group first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.