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

Chemistry 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 		$2.52M Buy
3,428
+360
+12% +$248K 0.4% 40
2026
Q1 		$1.77M Sell
3,068
-79
-3% -$48K 0.31% 51
2025
Q4 		$1.93M Buy
3,147
+20
+0.6% +$12.3K 0.36% 45
2025
Q3 		$1.88M Buy
3,127
+28
+0.9% +$16K 0.36% 46
2025
Q2 		$1.71M Buy
3,099
+101
+3% +$50.2K 0.37% 46
2025
Q1 		$1.41M Sell
2,998
-8
-0.3% -$4.07K 0.33% 46
2024
Q4 		$1.54M Buy
3,006
+36
+1% +$18.2K 0.36% 44
2024
Q3 		$1.45M Buy
2,970
+38
+1% +$18K 0.34% 47
2024
Q2 		$1.4M Buy
2,932
+159
+6% +$71.5K 0.36% 46
2024
Q1 		$1.23M Buy
2,773
+451
+19% +$193K 0.33% 50
2023
Q4 		$951K Buy
2,322
+216
+10% +$82K 0.29% 58
2023
Q3 		$755K Buy
2,106
+371
+21% +$138K 0.25% 66
2023
Q2 		$641K Buy
1,735
+38
+2% +$12.8K 0.21% 78
2023
Q1 		$545K Buy
1,697
+10
+0.6% +$2.95K 0.19% 82
2022
Q4 		$449K Sell
1,687
-139
-8% -$38.4K 0.18% 88
2022
Q3 		$488K Buy
1,826
+27
+2% +$8.15K 0.19% 81
2022
Q2 		$504K Buy
1,799
+159
+10% +$49.3K 0.19% 84
2022
Q1 		$595K Buy
+1,640
New +$582K 0.2% 76

Other funds holding QQQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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

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

Chemistry Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 12% in Q2 2026, buying an estimated $248K and bringing the position to 3,428 shares worth $2.52M. The position accounts for 0.4% of the portfolio, ranked #40.

Chemistry Wealth Management first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. 2,220 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Chemistry Wealth Management held 3,428 shares of Invesco QQQ Trust worth $2.52M as of Q2 2026.
  • Chemistry Wealth Management bought 360 Invesco QQQ Trust shares in Q2 2026, an estimated $248K.
  • Invesco QQQ Trust made up 0.4% of Chemistry Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Chemistry Wealth Management first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
  • 2,220 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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