C2C Wealth Management
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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
Q3 		$1.15M Sell
1,560
-9
-0.6% -$6.43K 0.9% 26
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

C2C Wealth Management's QQQ Position: Q3 2026 in Review

C2C Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 0.57% in Q3 2026, selling an estimated $6.43K and leaving 1,560 shares worth $1.15M. The position accounts for 0.9% of the portfolio, ranked #26.

C2C Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.16M in Q2 2026. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • C2C Wealth Management held 1,560 shares of Invesco QQQ Trust worth $1.15M as of Q3 2026.
  • C2C Wealth Management sold 9 Invesco QQQ Trust shares in Q3 2026, an estimated $6.43K.
  • Invesco QQQ Trust made up 0.9% of C2C Wealth Management's portfolio in Q3 2026, its #26 holding.
  • C2C Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 20 quarters since.
  • C2C Wealth Management's Invesco QQQ Trust position peaked at $1.16M in Q2 2026.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.