FWM
QQQ icon

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

Forefront 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
2025
Q4 		$1.47M Sell
2,392
-342
-13% -$210K 1.05% 29
2025
Q3 		$1.64M Buy
2,734
+273
+11% +$156K 1.2% 30
2025
Q2 		$1.36M Buy
+2,461
New +$1.22M 1.09% 31

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Forefront Wealth Management's QQQ Position: Q4 2025 in Review

Forefront Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 13% in Q4 2025, selling an estimated $210K and leaving 2,392 shares worth $1.47M. The position accounts for 1.05% of the portfolio, ranked #29.

Forefront Wealth Management first reported a position in QQQ in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.64M in Q3 2025. 3,851 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • Forefront Wealth Management held 2,392 shares of Invesco QQQ Trust worth $1.47M as of Q4 2025.
  • Forefront Wealth Management sold 342 Invesco QQQ Trust shares in Q4 2025, an estimated $210K.
  • Invesco QQQ Trust made up 1.05% of Forefront Wealth Management's portfolio in Q4 2025, its #29 holding.
  • Forefront Wealth Management first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 3 quarters since.
  • Forefront Wealth Management's Invesco QQQ Trust position peaked at $1.64M in Q3 2025.
  • 3,851 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.