BAM Wealth Management
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BAM Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

BAM 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
Q3 		– Sell
-306
Closed -$225K – 212
2026
Q2 		$225K Buy
+306
New +$211K 0.14% 155

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BAM Wealth Management's QQQ Position: Q3 2026 in Review

BAM Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q3 2026, closing a stake of 306 shares — an estimated $225K sold.

BAM Wealth Management first reported a position in QQQ in Q2 2026 and held it in 1 quarter. The position peaked at $225K in Q2 2026. 2,771 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • BAM Wealth Management reported no remaining Invesco QQQ Trust position as of Q3 2026 after selling out during the quarter.
  • BAM Wealth Management sold 306 Invesco QQQ Trust shares in Q3 2026, an estimated $225K.
  • BAM Wealth Management first reported a position in Invesco QQQ Trust in Q2 2026 and held it in 1 quarter.
  • BAM Wealth Management's Invesco QQQ Trust position peaked at $225K in Q2 2026.
  • 2,771 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.