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Future Financial Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Future Financial 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 		$1.02M Buy
1,473
+36
+3% +$24.8K 0.64% 28
2026
Q1 		$916K Hold
1,437
– – 0.59% 32
2025
Q4 		$874K Buy
1,437
+16
+1% +$9.82K 0.59% 35
2025
Q3 		$853K Sell
1,421
-30
-2% -$17.2K 0.54% 37
2025
Q2 		$800K Buy
1,451
+5
+0.3% +$2.49K 0.55% 35
2025
Q1 		$678K Sell
1,446
-95
-6% -$48.3K 0.5% 42
2024
Q4 		$788K Buy
1,541
+5
+0.3% +$2.53K 0.58% 36
2024
Q3 		$749K Sell
1,536
-11
-0.7% -$5.21K 0.54% 40
2024
Q2 		$741K Sell
1,547
-600
-28% -$270K 0.65% 40
2024
Q1 		$953K Buy
2,147
+110
+5% +$47.2K 0.73% 32
2023
Q4 		$834K Buy
2,037
+325
+19% +$123K 0.83% 33
2023
Q3 		$614K Buy
1,712
+90
+6% +$33.4K 0.68% 37
2023
Q2 		$599K Buy
1,622
+198
+14% +$66.7K 0.63% 38
2023
Q1 		$456K Sell
1,424
-1,086
-43% -$320K 0.5% 55
2022
Q4 		$668K Buy
2,510
+1,723
+219% +$476K 0.76% 46
2022
Q3 		$221K Buy
787
+2
+0.3% +$604 0.25% 101
2022
Q2 		$285K Hold
785
– – 0.28% 93
2022
Q1 		$285K Sell
785
-70
-8% -$24.9K 0.24% 93
2021
Q4 		$344K Buy
855
+46
+6% +$17.8K 0.28% 86
2021
Q3 		$287K Hold
809
– – 0.3% 91
2021
Q2 		$287K Buy
809
+12
+2% +$4.04K 0.3% 91
2021
Q1 		$254K Sell
797
-200
-20% -$64K 0.29% 89
2020
Q4 		$313K Buy
+997
New +$293K 0.36% 82

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Future Financial Wealth Management's QQQ Position: Q2 2026 in Review

Future Financial Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 2.5% in Q2 2026, buying an estimated $24.8K and bringing the position to 1,473 shares worth $1.02M. The position accounts for 0.64% of the portfolio, ranked #28.

Future Financial Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Future Financial Wealth Management held 1,473 shares of Invesco QQQ Trust worth $1.02M as of Q2 2026.
  • Future Financial Wealth Management bought 36 Invesco QQQ Trust shares in Q2 2026, an estimated $24.8K.
  • Invesco QQQ Trust made up 0.64% of Future Financial Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Future Financial Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.