Bright Futures Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Bright Futures 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	$253K	Sell	343 -130	-27%	-$89.4K	0.16%	160
2026 Q1	$273K	Sell	473 -25	-5%	-$15.2K	0.19%	128
2025 Q4	$306K	Buy	498 +59	+13%	+$36.2K	0.23%	111
2025 Q3	$264K	Buy	+439	New	+$251K	0.21%	112
2024 Q4	–	Sell	-916	Closed	-$455K	–	205
2024 Q3	$455K	Buy	916 +13	+1%	+$6.15K	0.22%	125
2024 Q2	$405K	Buy	903 +10	+1%	+$4.5K	0.22%	124
2024 Q1	$430K	Buy	+893	New	+$383K	0.23%	118

Other funds holding QQQ

AIIMS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Bright Futures Wealth Management's QQQ Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 27% in Q2 2026, selling an estimated $89.4K and leaving 343 shares worth $253K. The position accounts for 0.16% of the portfolio, ranked #160.

Bright Futures Wealth Management first reported a position in QQQ in Q1 2024 and has held it in 7 quarters since. The position peaked at $455K in Q3 2024. 1,882 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Bright Futures Wealth Management held 343 shares of Invesco QQQ Trust worth $253K as of Q2 2026.
Bright Futures Wealth Management sold 130 Invesco QQQ Trust shares in Q2 2026, an estimated $89.4K.
Invesco QQQ Trust made up 0.16% of Bright Futures Wealth Management's portfolio in Q2 2026, its #160 holding.
Bright Futures Wealth Management first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 7 quarters since.
Bright Futures Wealth Management's Invesco QQQ Trust position peaked at $455K in Q3 2024.
1,882 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.