Financial Network Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Financial Network Wealth Advisors’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 Q1	$55.4K	Buy	96 +14	+17%	+$8.51K	0.06%	262
2025 Q4	$50.4K	Hold	82	–	–	0.05%	271
2025 Q3	$49.2K	Buy	82 +8	+11%	+$4.58K	0.05%	272
2025 Q2	$40.8K	Buy	+74	New	+$36.8K	0.05%	283
2024 Q4	–	Sell	-404	Closed	-$197K	–	759
2024 Q3	$197K	Sell	404 -219	-35%	-$104K	0.16%	117
2024 Q2	$297K	Buy	623 +52	+9%	+$23.4K	0.22%	94
2024 Q1	$253K	Buy	571 +8	+1%	+$3.43K	0.25%	97
2023 Q4	$230K	Buy	+563	New	+$214K	0.25%	102

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Network Wealth Advisors's QQQ Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 17% in Q1 2026, buying an estimated $8.51K and bringing the position to 96 shares worth $55.4K. The position accounts for 0.06% of the portfolio, ranked #262.

Financial Network Wealth Advisors first reported a position in QQQ in Q4 2023 and has held it in 8 quarters since. The position peaked at $297K in Q2 2024. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Financial Network Wealth Advisors held 96 shares of Invesco QQQ Trust worth $55.4K as of Q1 2026.
Financial Network Wealth Advisors bought 14 Invesco QQQ Trust shares in Q1 2026, an estimated $8.51K.
Invesco QQQ Trust made up 0.06% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #262 holding.
Financial Network Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Invesco QQQ Trust position peaked at $297K in Q2 2024.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.