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

Financial Network 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
Q1 		$5.14M Sell
8,899
-269
-3% -$163K 1.63% 13
2025
Q4 		$5.63M Sell
9,168
-10
-0.1% -$6.14K 1.73% 13
2025
Q3 		$5.72M Buy
+9,178
New +$5.26M 1.77% 13
2025
Q1 		$6.21M Sell
13,255
-10,909
-45% -$5.54M 2.19% 10
2024
Q4 		$12.4M Sell
24,164
-958
-4% -$485K 4.41% 7
2024
Q3 		$12.3M Sell
25,122
-1,090
-4% -$516K 4.39% 7
2024
Q2 		$12.6M Buy
26,212
+28
+0.1% +$12.6K 4.79% 7
2024
Q1 		$11.5M Sell
26,184
-3,026
-10% -$1.3M 5.45% 7
2023
Q4 		$12M Buy
29,210
+829
+3% +$315K 5.18% 6
2023
Q3 		$10.3M Sell
28,381
-1,547
-5% -$574K 5.01% 7
2023
Q2 		$11.5M Buy
29,928
+2,714
+10% +$914K 5.3% 5
2023
Q1 		$8.73M Buy
27,214
+1,520
+6% +$448K 4.32% 8
2022
Q4 		$6.84M Sell
25,694
-264
-1% -$73K 3.7% 10
2022
Q3 		$6.94M Buy
25,958
+441
+2% +$133K 4.33% 8
2022
Q2 		$7.15M Buy
25,517
+1,743
+7% +$541K 4.28% 8
2022
Q1 		$8.62M Buy
23,774
+1,673
+8% +$594K 4.5% 8
2021
Q4 		$8.79M Buy
22,101
+223
+1% +$86.1K 4.45% 8
2021
Q3 		$7.83M Sell
21,878
-71
-0.3% -$26.1K 4.48% 8
2021
Q2 		$7.78M Buy
21,949
+2,336
+12% +$785K 4.57% 8
2021
Q1 		$6.26M Buy
19,613
+388
+2% +$124K 4.08% 10
2020
Q4 		$6.03M Buy
+19,225
New +$5.64M 4.73% 9

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Network Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 2.9% in Q1 2026, selling an estimated $163K and leaving 8,899 shares worth $5.14M. The position accounts for 1.63% of the portfolio, ranked #13.

Financial Network Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 21 quarters since. The position peaked at $12.6M in Q2 2024. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Financial Network Wealth Management held 8,899 shares of Invesco QQQ Trust worth $5.14M as of Q1 2026.
  • Financial Network Wealth Management sold 269 Invesco QQQ Trust shares in Q1 2026, an estimated $163K.
  • Invesco QQQ Trust made up 1.63% of Financial Network Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Financial Network Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 21 quarters since.
  • Financial Network Wealth Management's Invesco QQQ Trust position peaked at $12.6M in Q2 2024.
  • 3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.