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 Q2	$225K	Buy	+306	New	+$211K	0.14%	155

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BAM Wealth Management's QQQ Position: Q2 2026 in Review

BAM Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 306 shares worth $225K. The stake represents 0.14% of the portfolio and ranks #155 among its holdings.

2,653 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

BAM Wealth Management held 306 shares of Invesco QQQ Trust worth $225K as of Q2 2026.
Invesco QQQ Trust was a new BAM Wealth Management position in Q2 2026.
Invesco QQQ Trust made up 0.14% of BAM Wealth Management's portfolio in Q2 2026, its #155 holding.
2,653 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.