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Wealthspire Advisors (New York)’s Invesco QQQ Trust QQQ Stock Holding History

Wealthspire Advisors (New York)’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 		$72.5M Sell
125,640
-8,017
-6% -$4.87M 0.57% 32
2025
Q4 		$82.1M Sell
133,657
-7,368
-5% -$4.52M 0.65% 28
2025
Q3 		$84.7M Buy
141,025
+12,529
+10% +$7.17M 0.44% 31
2025
Q2 		$70.9M Sell
128,496
-3,671
-3% -$1.83M 0.4% 36
2025
Q1 		$62M Buy
132,167
+944
+0.7% +$480K 0.37% 41
2024
Q4 		$67.1M Buy
131,223
+1,702
+1% +$861K 0.67% 27
2024
Q3 		$63.2M Buy
129,521
+9,158
+8% +$4.33M 0.64% 29
2024
Q2 		$57.7M Sell
120,363
-4,327
-3% -$1.95M 0.74% 27
2024
Q1 		$55.4M Sell
124,690
-6,782
-5% -$2.91M 0.74% 27
2023
Q4 		$53.8M Buy
131,472
+109,760
+506% +$41.7M 0.76% 28
2023
Q3 		$7.78M Buy
21,712
+1,462
+7% +$542K 0.13% 82
2023
Q2 		$7.48M Buy
20,250
+434
+2% +$146K 0.12% 80
2023
Q1 		$6.36M Buy
19,816
+209
+1% +$61.7K 0.11% 84
2022
Q4 		$5.22M Sell
19,607
-1,439
-7% -$398K 0.1% 96
2022
Q3 		$5.63M Buy
21,046
+3,979
+23% +$1.2M 0.12% 86
2022
Q2 		$4.78M Sell
17,067
-2,775
-14% -$861K 0.1% 92
2022
Q1 		$7.19M Buy
19,842
+7,029
+55% +$2.5M 0.16% 58
2021
Q4 		$5.1M Sell
12,813
-2,034
-14% -$785K 0.11% 83
2021
Q3 		$5.31M Sell
14,847
-58
-0.4% -$21.4K 0.11% 93
2021
Q2 		$5.28M Buy
14,905
+2,182
+17% +$734K 0.14% 66
2021
Q1 		$4.06M Buy
12,723
+5,569
+78% +$1.78M 0.1% 104
2020
Q4 		$2.25M Buy
7,154
+1,050
+17% +$308K 0.07% 126
2020
Q3 		$1.7M Buy
6,104
+3,779
+163% +$1.02M 0.1% 97
2020
Q2 		$576K Sell
2,325
-3,599
-61% -$807K 0.04% 143
2020
Q1 		$1.13M Buy
+5,924
New +$1.25M 0.05% 177
2019
Q1 		– Sell
-296
Closed -$46K – 624
2018
Q4 		$46K Buy
+296
New +$49.5K ﹤0.01% 200

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

Wealthspire Advisors (New York)'s QQQ Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Invesco QQQ Trust (QQQ) stake by 6% in Q1 2026, selling an estimated $4.87M and leaving 125,640 shares worth $72.5M. The position accounts for 0.57% of the portfolio, ranked #32.

Wealthspire Advisors (New York) first reported a position in QQQ in Q4 2018 and has held it in 26 quarters since. The position peaked at $84.7M in Q3 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Wealthspire Advisors (New York) held 125,640 shares of Invesco QQQ Trust worth $72.5M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 8,017 Invesco QQQ Trust shares in Q1 2026, an estimated $4.87M.
  • Invesco QQQ Trust made up 0.57% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #32 holding.
  • Wealthspire Advisors (New York) first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 26 quarters since.
  • Wealthspire Advisors (New York)'s Invesco QQQ Trust position peaked at $84.7M in Q3 2025.
  • 3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.