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

Global Trust 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 		– Sell
-200
Closed -$115K – 84
2026
Q1 		$115K Buy
+200
New +$122K 0.09% 82

Other funds holding QQQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Global Trust Wealth Management's QQQ Position: Q2 2026 in Review

Global Trust Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 26% in Q2 2026, selling an estimated $2.27M and leaving 9,176 shares worth $6.76M. The position accounts for 4.65% of the portfolio, ranked #5.

Global Trust Wealth Management first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.55M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Global Trust Wealth Management held 9,176 shares of Invesco QQQ Trust worth $6.76M as of Q2 2026.
  • Global Trust Wealth Management sold 3,302 Invesco QQQ Trust shares in Q2 2026, an estimated $2.27M.
  • Invesco QQQ Trust made up 4.65% of Global Trust Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Global Trust Wealth Management first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • Global Trust Wealth Management's Invesco QQQ Trust position peaked at $8.55M in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.