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

Buska 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	$17.4M	Sell	23,633 -177	-0.7%	-$122K	6.28%	5
2026 Q1	$13.7M	Sell	23,810 -1,647	-6%	-$1M	5.52%	5
2025 Q4	$15.6M	Sell	25,457 -7,109	-22%	-$4.36M	5.78%	5
2025 Q3	$19.6M	Sell	32,566 -5,733	-15%	-$3.28M	5.87%	5
2025 Q2	$21.1M	Buy	38,299 +4,412	+13%	+$2.19M	5.77%	5
2025 Q1	$15.9M	Buy	33,887 +2,605	+8%	+$1.32M	4.98%	5
2024 Q4	$16M	Buy	31,282 +1,247	+4%	+$631K	5.12%	5
2024 Q3	$14.7M	Buy	30,035 +894	+3%	+$423K	5.11%	5
2024 Q2	$14M	Buy	29,141 +2,831	+11%	+$1.27M	5.57%	5
2024 Q1	$11.7M	Buy	+26,310	New	+$11.3M	5.12%	5

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Buska Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 0.74% in Q2 2026, selling an estimated $122K and leaving 23,633 shares worth $17.4M. The position accounts for 6.28% of the portfolio, ranked #5.

Buska Wealth Management first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.1M in Q2 2025. 1,785 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Buska Wealth Management held 23,633 shares of Invesco QQQ Trust worth $17.4M as of Q2 2026.
Buska Wealth Management sold 177 Invesco QQQ Trust shares in Q2 2026, an estimated $122K.
Invesco QQQ Trust made up 6.28% of Buska Wealth Management's portfolio in Q2 2026, its #5 holding.
Buska Wealth Management first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
Buska Wealth Management's Invesco QQQ Trust position peaked at $21.1M in Q2 2025.
1,785 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.