Cannon Wealth Management Services’s Invesco QQQ Trust QQQ Stock Holding History

Cannon Wealth Management Services’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 Q1	$942K	Buy	1,632 +7	+0.4%	+$4.25K	0.64%	34
2025 Q4	$998K	Sell	1,625 -74	-4%	-$45.4K	0.7%	32
2025 Q3	$1.02M	Sell	1,699 -19	-1%	-$10.9K	0.77%	27
2025 Q2	$948K	Sell	1,718 -78	-4%	-$38.8K	0.77%	27
2025 Q1	$868K	Buy	1,796 +2	+0.1%	+$1.02K	0.78%	27
2024 Q4	$929K	Sell	1,794 -43	-2%	-$21.7K	0.8%	25
2024 Q3	$897K	Buy	+1,837	New	+$869K	0.82%	27

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cannon Wealth Management Services's QQQ Position: Q1 2026 in Review

Cannon Wealth Management Services increased its Invesco QQQ Trust (QQQ) stake by 0.43% in Q1 2026, buying an estimated $4.25K and bringing the position to 1,632 shares worth $942K. The position accounts for 0.64% of the portfolio, ranked #34.

Cannon Wealth Management Services first reported a position in QQQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Cannon Wealth Management Services held 1,632 shares of Invesco QQQ Trust worth $942K as of Q1 2026.
Cannon Wealth Management Services bought 7 Invesco QQQ Trust shares in Q1 2026, an estimated $4.25K.
Invesco QQQ Trust made up 0.64% of Cannon Wealth Management Services's portfolio in Q1 2026, its #34 holding.
Cannon Wealth Management Services first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 7 quarters since.
Cannon Wealth Management Services's Invesco QQQ Trust position peaked at $1.02M in Q3 2025.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.