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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
Q2 		$6.68M Buy
9,074
+175
+2% +$120K 1.89% 12
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 $1.89T 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

Financial Network Wealth Management's QQQ Position: Q2 2026 in Review

Financial Network Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 2% in Q2 2026, buying an estimated $120K and bringing the position to 9,074 shares worth $6.68M. The position accounts for 1.89% of the portfolio, ranked #12.

Financial Network Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.6M in Q2 2024. 4,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Financial Network Wealth Management held 9,074 shares of Invesco QQQ Trust worth $6.68M as of Q2 2026.
  • Financial Network Wealth Management bought 175 Invesco QQQ Trust shares in Q2 2026, an estimated $120K.
  • Invesco QQQ Trust made up 1.89% of Financial Network Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Financial Network Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 22 quarters since.
  • Financial Network Wealth Management's Invesco QQQ Trust position peaked at $12.6M in Q2 2024.
  • 4,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.