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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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. 792 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.
  • 792 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.