4J Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

4J Wealth Management’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	$1.01M	Sell	1,372 -14	-1%	-$9.63K	0.5%	33
2026 Q1	$800K	Buy	1,386 +56	+4%	+$34K	0.45%	39
2025 Q4	$817K	Buy	1,330 +10	+0.8%	+$6.14K	0.47%	38
2025 Q3	$792K	Hold	1,320	–	–	0.47%	40
2025 Q2	$728K	Buy	1,320 +62	+5%	+$30.8K	0.49%	38
2025 Q1	$590K	Buy	1,258 +128	+11%	+$65K	0.47%	41
2024 Q4	$578K	Hold	1,130	–	–	0.47%	39
2024 Q3	$551K	Buy	1,130 +300	+36%	+$142K	0.43%	45
2024 Q2	$398K	Hold	830	–	–	0.33%	50
2024 Q1	$368K	Buy	830 +152	+22%	+$65.2K	0.32%	58
2023 Q4	$278K	Hold	678	–	–	0.25%	67
2023 Q3	$243K	Hold	678	–	–	0.24%	72
2023 Q2	$250K	Hold	678	–	–	0.24%	69
2023 Q1	$218K	Buy	+678	New	+$200K	0.23%	71
2022 Q2	–	Sell	-693	Closed	-$251K	–	81
2022 Q1	$251K	Hold	693	–	–	0.22%	63
2021 Q4	$276K	Buy	+693	New	+$268K	0.23%	62

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

4J Wealth Management's QQQ Position: Q2 2026 in Review

4J Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 1% in Q2 2026, selling an estimated $9.63K and leaving 1,372 shares worth $1.01M. The position accounts for 0.5% of the portfolio, ranked #33.

4J Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 16 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

4J Wealth Management held 1,372 shares of Invesco QQQ Trust worth $1.01M as of Q2 2026.
4J Wealth Management sold 14 Invesco QQQ Trust shares in Q2 2026, an estimated $9.63K.
Invesco QQQ Trust made up 0.5% of 4J Wealth Management's portfolio in Q2 2026, its #33 holding.
4J Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 16 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.