FORM Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

FORM 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 Q2	$66.1M	Buy	89,721 +11,574	+15%	+$7.96M	7.27%	5
2026 Q1	$45.1M	Buy	78,147 +1,649	+2%	+$1M	5.28%	7
2025 Q4	$47M	Buy	+76,498	New	+$46.9M	5.5%	5
2025 Q2	$44.8M	Buy	81,190 +10,171	+14%	+$5.06M	5.42%	5
2025 Q1	$33.3M	Buy	+71,019	New	+$36.1M	4.52%	7

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FORM Wealth Advisors's QQQ Position: Q2 2026 in Review

FORM Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 15% in Q2 2026, buying an estimated $7.96M and bringing the position to 89,721 shares worth $66.1M. The position accounts for 7.27% of the portfolio, ranked #5.

FORM Wealth Advisors first reported a position in QQQ in Q1 2025 and has held it in 5 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

FORM Wealth Advisors held 89,721 shares of Invesco QQQ Trust worth $66.1M as of Q2 2026.
FORM Wealth Advisors bought 11,574 Invesco QQQ Trust shares in Q2 2026, an estimated $7.96M.
Invesco QQQ Trust made up 7.27% of FORM Wealth Advisors's portfolio in Q2 2026, its #5 holding.
FORM Wealth Advisors first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 5 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.