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Capstone Wealth Management Group, Inc.’s Invesco QQQ Trust QQQ Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$446K Buy
+606
New +$417K 0.27% 75

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s QQQ Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 606 shares worth $446K. The stake represents 0.27% of the portfolio and ranks #75 among its holdings.

1,784 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 606 shares of Invesco QQQ Trust worth $446K as of Q2 2026.
  • Invesco QQQ Trust was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • Invesco QQQ Trust made up 0.27% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #75 holding.
  • 1,784 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.