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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 		$147K Buy
+200
New +$138K 0.1% 201

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
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. 1,986 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.
  • 1,986 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.