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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CFM Wealth Partners's QQQ Position: Q1 2026 in Review

CFM Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 12% in Q1 2026, buying an estimated $1.34M and bringing the position to 21,105 shares worth $12.2M. The position accounts for 1.83% of the portfolio, ranked #14.

CFM Wealth Partners first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • CFM Wealth Partners held 21,105 shares of Invesco QQQ Trust worth $12.2M as of Q1 2026.
  • CFM Wealth Partners bought 2,212 Invesco QQQ Trust shares in Q1 2026, an estimated $1.34M.
  • Invesco QQQ Trust made up 1.83% of CFM Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • CFM Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.