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

Howard 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 		$2.63M Sell
3,574
-27
-0.7% -$18.6K 0.97% 34
2026
Q1 		$2.08M Buy
3,601
+1,561
+77% +$948K 0.88% 37
2025
Q4 		$1.25M Buy
2,040
+3
+0.1% +$1.84K 0.55% 47
2025
Q3 		$1.22M Sell
2,037
-1
-0% -$573 0.56% 53
2025
Q2 		$1.12M Sell
2,038
-13
-0.6% -$6.46K 0.57% 51
2025
Q1 		$962K Buy
2,051
+35
+2% +$17.8K 0.54% 53
2024
Q4 		$1.03M Sell
2,016
-147
-7% -$74.4K 0.56% 50
2024
Q3 		$1.06M Buy
2,163
+47
+2% +$22.2K 0.61% 45
2024
Q2 		$1.01M Buy
2,116
+9
+0.4% +$4.05K 0.8% 32
2024
Q1 		$936K Sell
2,107
-10
-0.5% -$4.29K 0.76% 36
2023
Q4 		$867K Buy
2,117
+9
+0.4% +$3.42K 0.72% 39
2023
Q3 		$755K Sell
2,108
-45
-2% -$16.7K 0.7% 40
2023
Q2 		$795K Sell
2,153
-71
-3% -$23.9K 0.69% 39
2023
Q1 		$714K Sell
2,224
-1
-0% -$295 0.6% 48
2022
Q4 		$592K Buy
2,225
+42
+2% +$11.6K 0.49% 53
2022
Q3 		$583K Buy
+2,183
New +$659K 0.41% 56
2022
Q2 		– Sell
-2,155
Closed -$781K – 111
2022
Q1 		$781K Buy
2,155
+10
+0.5% +$3.55K 0.43% 56
2021
Q4 		$853K Buy
2,145
+5
+0.2% +$1.93K 0.45% 56
2021
Q3 		$766K Sell
2,140
-5
-0.2% -$1.84K 0.43% 62
2021
Q2 		$760K Buy
2,145
+85
+4% +$28.6K 0.42% 62
2021
Q1 		$657K Buy
2,060
+105
+5% +$33.6K 0.38% 67
2020
Q4 		$613K Buy
1,955
+65
+3% +$19.1K 0.38% 65
2020
Q3 		$525K Buy
1,890
+145
+8% +$39.3K 0.37% 63
2020
Q2 		$432K Buy
1,745
+25
+1% +$5.6K 0.35% 67
2020
Q1 		$327K Sell
1,720
-75
-4% -$15.9K 0.34% 74
2019
Q4 		$381K Buy
+1,795
New +$359K 0.32% 72

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

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

Howard Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 0.75% in Q2 2026, selling an estimated $18.6K and leaving 3,574 shares worth $2.63M. The position accounts for 0.97% of the portfolio, ranked #34.

Howard Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Howard Wealth Management held 3,574 shares of Invesco QQQ Trust worth $2.63M as of Q2 2026.
  • Howard Wealth Management sold 27 Invesco QQQ Trust shares in Q2 2026, an estimated $18.6K.
  • Invesco QQQ Trust made up 0.97% of Howard Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Howard Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.