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

ForthRight 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	$356K	Buy	483 +6	+1%	+$4.13K	0.09%	60
2026 Q1	$275K	Buy	477 +7	+1%	+$4.25K	0.08%	64
2025 Q4	$289K	Buy	470 +96	+26%	+$58.9K	0.08%	60
2025 Q3	$225K	Buy	+374	New	+$214K	0.07%	66

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

ForthRight Wealth Management's QQQ Position: Q2 2026 in Review

ForthRight Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 1.3% in Q2 2026, buying an estimated $4.13K and bringing the position to 483 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #60.

ForthRight Wealth Management first reported a position in QQQ in Q3 2025 and has held it in 4 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

ForthRight Wealth Management held 483 shares of Invesco QQQ Trust worth $356K as of Q2 2026.
ForthRight Wealth Management bought 6 Invesco QQQ Trust shares in Q2 2026, an estimated $4.13K.
Invesco QQQ Trust made up 0.09% of ForthRight Wealth Management's portfolio in Q2 2026, its #60 holding.
ForthRight Wealth Management first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 4 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.