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Cornerstone Wealth Group’s Invesco QQQ Trust QQQ Stock Holding History

Cornerstone Wealth Group’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 		$4.74M Buy
6,438
+24
+0.4% +$16.5K 0.28% 94
2026
Q1 		$4.13M Sell
6,414
-3,561
-36% -$2.16M 0.27% 101
2025
Q4 		$6.13M Sell
9,975
-324
-3% -$199K 0.42% 70
2025
Q3 		$6.18M Buy
10,299
+5,690
+123% +$3.26M 0.42% 67
2025
Q2 		$2.54M Buy
4,609
+679
+17% +$338K 0.19% 104
2025
Q1 		$1.84M Sell
3,930
-189
-5% -$96K 0.15% 112
2024
Q4 		$2.11M Sell
4,119
-148
-3% -$74.9K 0.17% 108
2024
Q3 		$2.08M Buy
4,267
+303
+8% +$143K 0.17% 106
2024
Q2 		$1.9M Buy
3,964
+501
+14% +$225K 0.17% 103
2024
Q1 		$1.54M Buy
3,463
+1,110
+47% +$476K 0.14% 109
2023
Q4 		$964K Buy
2,353
+268
+13% +$102K 0.14% 93
2023
Q3 		$747K Sell
2,085
-16
-0.8% -$5.93K 0.13% 101
2023
Q2 		$776K Buy
2,101
+124
+6% +$41.7K 0.14% 97
2023
Q1 		$635K Sell
1,977
-69,259
-97% -$20.4M 0.11% 108
2022
Q4 		$19M Buy
71,236
+69,570
+4,176% +$19.2M 3.59% 5
2022
Q3 		$445K Sell
1,666
-36,120
-96% -$10.9M 0.1% 97
2022
Q2 		$10.6M Sell
37,786
-40,795
-52% -$12.7M 2.22% 11
2022
Q1 		$28.5M Buy
78,581
+77,393
+6,515% +$27.5M 5.23% 2
2021
Q4 		$473K Buy
1,188
+32
+3% +$12.4K 0.08% 115
2021
Q3 		$414K Sell
1,156
-67
-5% -$24.7K 0.07% 121
2021
Q2 		$434K Buy
1,223
+33
+3% +$11.1K 0.09% 115
2021
Q1 		$404K Buy
1,190
+57
+5% +$18.2K 0.08% 126
2020
Q4 		$356K Sell
1,133
-75
-6% -$22K 0.09% 124
2020
Q3 		$336K Buy
1,208
+81
+7% +$22K 0.09% 104
2020
Q2 		$279K Buy
+1,127
New +$253K 0.07% 105
2019
Q2 		– Sell
-56,740
Closed -$10.2M – 174
2019
Q1 		$10.2M Buy
+56,740
New +$9.63M 2.56% 11

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

Cornerstone Wealth Group's QQQ Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Invesco QQQ Trust (QQQ) stake by 0.37% in Q2 2026, buying an estimated $16.5K and bringing the position to 6,438 shares worth $4.74M. The position accounts for 0.28% of the portfolio, ranked #94.

Cornerstone Wealth Group first reported a position in QQQ in Q1 2019 and has held it in 26 quarters since. The position peaked at $28.5M in Q1 2022. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Cornerstone Wealth Group held 6,438 shares of Invesco QQQ Trust worth $4.74M as of Q2 2026.
  • Cornerstone Wealth Group bought 24 Invesco QQQ Trust shares in Q2 2026, an estimated $16.5K.
  • Invesco QQQ Trust made up 0.28% of Cornerstone Wealth Group's portfolio in Q2 2026, its #94 holding.
  • Cornerstone Wealth Group first reported a position in Invesco QQQ Trust in Q1 2019 and has held it in 26 quarters since.
  • Cornerstone Wealth Group's Invesco QQQ Trust position peaked at $28.5M in Q1 2022.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.