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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DCPAL

Div Capital Phoenix Assets Ltd Georgetown $583M AUM

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. 1,153 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.
1,153 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.