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CFM Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

CFM Wealth Partners’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 		$15.1M Sell
20,557
-548
-3% -$377K 1.93% 12
2026
Q1 		$12.2M Buy
21,105
+2,212
+12% +$1.34M 1.83% 14
2025
Q4 		$11.6M Buy
18,893
+474
+3% +$291K 1.68% 13
2025
Q3 		$11.1M Buy
18,419
+441
+2% +$253K 1.61% 14
2025
Q2 		$9.92M Buy
17,978
+711
+4% +$354K 1.58% 16
2025
Q1 		$8.1M Sell
17,267
-67
-0.4% -$34K 1.43% 18
2024
Q4 		$8.86M Buy
17,334
+125
+0.7% +$63.2K 1.49% 17
2024
Q3 		$8.4M Buy
17,209
+582
+4% +$275K 1.47% 18
2024
Q2 		$7.97M Buy
16,627
+820
+5% +$369K 1.46% 19
2024
Q1 		$7.02M Buy
15,807
+1,123
+8% +$481K 1.41% 15
2023
Q4 		$6.01M Buy
14,684
+14
+0.1% +$5.32K 1.36% 16
2023
Q3 		$5.26M Sell
14,670
-63
-0.4% -$23.4K 1.38% 16
2023
Q2 		$5.44M Buy
14,733
+462
+3% +$156K 1.32% 17
2023
Q1 		$4.58M Sell
14,271
-163
-1% -$48.1K 1.23% 17
2022
Q4 		$3.84M Buy
14,434
+896
+7% +$248K 1.15% 19
2022
Q3 		$3.62M Sell
13,538
-11
-0.1% -$3.32K 1.16% 19
2022
Q2 		$3.8M Sell
13,549
-407
-3% -$126K 1.14% 18
2022
Q1 		$5.06M Buy
13,956
+151
+1% +$53.6K 1.21% 18
2021
Q4 		$5.54M Buy
13,805
+179
+1% +$69.1K 1.24% 19
2021
Q3 		$4.88M Buy
13,626
+1,148
+9% +$423K 1.23% 19
2021
Q2 		$4.42M Buy
12,478
+122
+1% +$41K 1.17% 20
2021
Q1 		$3.94M Buy
12,356
+1,088
+10% +$348K 1.19% 19
2020
Q4 		$3.54M Sell
11,268
-883
-7% -$259K 1.13% 23
2020
Q3 		$3.38M Sell
12,151
-36
-0.3% -$9.76K 1.23% 19
2020
Q2 		$3.02M Sell
12,187
-176
-1% -$39.4K 1.15% 21
2020
Q1 		$2.35M Buy
12,363
+1,329
+12% +$281K 1.09% 23
2019
Q4 		$2.45M Buy
+11,034
New +$2.21M 0.9% 32

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFM Wealth Partners's QQQ Position: Q2 2026 in Review

CFM Wealth Partners reduced its Invesco QQQ Trust (QQQ) stake by 2.6% in Q2 2026, selling an estimated $377K and leaving 20,557 shares worth $15.1M. The position accounts for 1.93% of the portfolio, ranked #12.

CFM Wealth Partners first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 4,003 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • CFM Wealth Partners held 20,557 shares of Invesco QQQ Trust worth $15.1M as of Q2 2026.
  • CFM Wealth Partners sold 548 Invesco QQQ Trust shares in Q2 2026, an estimated $377K.
  • Invesco QQQ Trust made up 1.93% of CFM Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • CFM Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.