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

Brown 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 		$1.74M Buy
2,368
+1,015
+75% +$698K 0.39% 40
2026
Q1 		$781K Buy
1,353
+988
+271% +$600K 0.2% 62
2025
Q4 		$224K Buy
365
+17
+5% +$10.4K 0.06% 103
2025
Q3 		$209K Sell
348
-27
-7% -$15.5K 0.06% 96
2025
Q2 		$207K Buy
+375
New +$187K 0.06% 95

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Brown Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 75% in Q2 2026, buying an estimated $698K and bringing the position to 2,368 shares worth $1.74M. The position accounts for 0.39% of the portfolio, ranked #40.

Brown Wealth Management first reported a position in QQQ in Q2 2025 and has held it in 5 quarters since. 1,026 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Brown Wealth Management held 2,368 shares of Invesco QQQ Trust worth $1.74M as of Q2 2026.
  • Brown Wealth Management bought 1,015 Invesco QQQ Trust shares in Q2 2026, an estimated $698K.
  • Invesco QQQ Trust made up 0.39% of Brown Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Brown Wealth Management first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 5 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.