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

CMH 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 		$480K Sell
651
-25
-4% -$17.2K 0.07% 99
2026
Q1 		$390K Buy
676
+320
+90% +$194K 0.07% 99
2025
Q4 		$219K Sell
356
-100
-22% -$61.4K 0.05% 53
2025
Q3 		$274K Hold
456
– – 0.06% 52
2025
Q2 		$252K Hold
456
– – 0.06% 53
2025
Q1 		$214K Sell
456
-70
-13% -$35.6K 0.05% 53
2024
Q4 		$269K Hold
526
– – 0.06% 51
2024
Q3 		$257K Hold
526
– – 0.06% 50
2024
Q2 		$252K Sell
526
-12
-2% -$5.4K 0.06% 48
2024
Q1 		$239K Buy
+538
New +$231K 0.06% 44

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

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

CMH Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 3.7% in Q2 2026, selling an estimated $17.2K and leaving 651 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #99.

CMH Wealth Management first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • CMH Wealth Management held 651 shares of Invesco QQQ Trust worth $480K as of Q2 2026.
  • CMH Wealth Management sold 25 Invesco QQQ Trust shares in Q2 2026, an estimated $17.2K.
  • Invesco QQQ Trust made up 0.07% of CMH Wealth Management's portfolio in Q2 2026, its #99 holding.
  • CMH Wealth Management first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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