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BXM Wealth’s Invesco QQQ Trust QQQ Stock Holding History

BXM Wealth’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 		$24.8M Buy
33,655
+4,811
+17% +$3.31M 13.48% 1
2026
Q1 		$16.6M Sell
28,844
-191,118
-87% -$116M 12.82% 1
2025
Q4 		$18.1M Buy
219,962
+208,039
+1,745% +$128M 13.99% 1
2025
Q3 		$5.91M Buy
11,923
+4,336
+57% +$2.48M 5.6% 2
2025
Q2 		$4.13M Sell
7,587
-2,820
-27% -$1.4M 4.91% 2
2025
Q1 		$4.87M Buy
10,407
+4,653
+81% +$2.36M 5.86% 1
2024
Q4 		$2.94M Buy
+5,754
New +$2.91M 4.12% 3

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BXM Wealth's QQQ Position: Q2 2026 in Review

BXM Wealth increased its Invesco QQQ Trust (QQQ) stake by 17% in Q2 2026, buying an estimated $3.31M and bringing the position to 33,655 shares worth $24.8M. The position accounts for 13.48% of the portfolio, ranked #1.

BXM Wealth first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 1,483 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • BXM Wealth held 33,655 shares of Invesco QQQ Trust worth $24.8M as of Q2 2026.
  • BXM Wealth bought 4,811 Invesco QQQ Trust shares in Q2 2026, an estimated $3.31M.
  • Invesco QQQ Trust made up 13.48% of BXM Wealth's portfolio in Q2 2026, its #1 holding.
  • BXM Wealth first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,483 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.