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C2C Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

C2C 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 		$1.16M Buy
1,569
+70
+5% +$48.2K 0.91% 29
2026
Q1 		$865K Buy
1,499
+30
+2% +$18.2K 0.73% 34
2025
Q4 		$902K Sell
1,469
-83
-5% -$50.9K 0.76% 32
2025
Q3 		$932K Hold
1,552
– – 0.8% 32
2025
Q2 		$856K Buy
1,552
+70
+5% +$34.8K 0.78% 32
2025
Q1 		$695K Buy
1,482
+60
+4% +$30.5K 0.65% 36
2024
Q4 		$727K Hold
1,422
– – 0.67% 34
2024
Q3 		$688K Buy
1,422
+115
+9% +$54.4K 0.64% 37
2024
Q2 		$626K Hold
1,307
– – 0.61% 40
2024
Q1 		$580K Buy
1,307
+81
+7% +$34.7K 0.58% 42
2023
Q4 		$474K Buy
1,226
+78
+7% +$29.6K 0.4% 56
2023
Q3 		$412K Sell
1,148
-67
-6% -$24.8K 0.06% 167
2023
Q2 		$465K Buy
1,215
+1
+0.1% +$337 0.06% 161
2023
Q1 		$380K Buy
1,214
+95
+8% +$28K 0.06% 173
2022
Q4 		$310K Sell
1,119
-1,526
-58% -$422K 0.05% 136
2022
Q3 		$746K Sell
2,645
-94
-3% -$28.4K 0.15% 78
2022
Q2 		$817K Buy
2,739
+1,521
+125% +$472K 0.15% 75
2022
Q1 		$420K Buy
1,218
+56
+5% +$19.9K 0.07% 131
2021
Q4 		$463K Buy
+1,162
New +$449K 0.07% 130

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

C2C Wealth Management's QQQ Position: Q2 2026 in Review

C2C Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 4.7% in Q2 2026, buying an estimated $48.2K and bringing the position to 1,569 shares worth $1.16M. The position accounts for 0.91% of the portfolio, ranked #29.

C2C Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • C2C Wealth Management held 1,569 shares of Invesco QQQ Trust worth $1.16M as of Q2 2026.
  • C2C Wealth Management bought 70 Invesco QQQ Trust shares in Q2 2026, an estimated $48.2K.
  • Invesco QQQ Trust made up 0.91% of C2C Wealth Management's portfolio in Q2 2026, its #29 holding.
  • C2C Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.