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

FSM 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	$736K	Buy	+1,000	New	+$688K	0.08%	141

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

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

FSM Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 24% in Q2 2026, buying an estimated $928K and bringing the position to 6,860 shares worth $5.05M. The position accounts for 0.54% of the portfolio, ranked #32.

FSM Wealth Advisors first reported a position in QQQ in Q2 2022 and has held it in 17 quarters since. 4,021 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

FSM Wealth Advisors held 6,860 shares of Invesco QQQ Trust worth $5.05M as of Q2 2026.
FSM Wealth Advisors bought 1,349 Invesco QQQ Trust shares in Q2 2026, an estimated $928K.
Invesco QQQ Trust made up 0.54% of FSM Wealth Advisors's portfolio in Q2 2026, its #32 holding.
FSM Wealth Advisors first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 17 quarters since.
4,021 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.