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

Evermay 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 		$503K Buy
683
+134
+24% +$92.2K 0.05% 126
2026
Q1 		$317K Buy
549
+61
+13% +$37.1K 0.04% 155
2025
Q4 		$300K Sell
488
-25
-5% -$15.3K 0.03% 164
2025
Q3 		$308K Sell
513
-13
-2% -$7.44K 0.04% 166
2025
Q2 		$290K Buy
526
+147
+39% +$73.1K 0.04% 170
2025
Q1 		$178K Buy
379
+2
+0.5% +$1.02K 0.02% 200
2024
Q4 		$193K Sell
377
-22
-6% -$11.1K 0.03% 197
2024
Q3 		$195K Sell
399
-14
-3% -$6.63K 0.03% 200
2024
Q2 		$198K Buy
413
+1
+0.2% +$450 0.03% 197
2024
Q1 		$183K Buy
412
+7
+2% +$3K 0.03% 208
2023
Q4 		$166K Hold
405
– – 0.03% 194
2023
Q3 		$145K Buy
405
+121
+43% +$44.9K 0.03% 197
2023
Q2 		$105K Hold
284
– – 0.02% 235
2023
Q1 		$91.2K Buy
284
+40
+16% +$11.8K 0.02% 246
2022
Q4 		$65K Hold
244
– – 0.01% 272
2022
Q3 		$65K Buy
244
+34
+16% +$10.3K 0.01% 260
2022
Q2 		$59K Sell
210
-163
-44% -$50.6K 0.01% 264
2022
Q1 		$135K Sell
373
-228
-38% -$81K 0.02% 221
2021
Q4 		$239K Sell
601
-52
-8% -$20.1K 0.04% 155
2021
Q3 		$234K Hold
653
– – 0.05% 148
2021
Q2 		$231K Hold
653
– – 0.04% 161
2021
Q1 		$208K Hold
653
– – 0.04% 167
2020
Q4 		$205K Buy
+653
New +$192K 0.05% 168

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Evermay Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 24% in Q2 2026, buying an estimated $92.2K and bringing the position to 683 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #126.

Evermay Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 1,628 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Evermay Wealth Management held 683 shares of Invesco QQQ Trust worth $503K as of Q2 2026.
  • Evermay Wealth Management bought 134 Invesco QQQ Trust shares in Q2 2026, an estimated $92.2K.
  • Invesco QQQ Trust made up 0.05% of Evermay Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Evermay Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 1,628 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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