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LMG Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

LMG Wealth Partners’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 		$402K Buy
545
+48
+10% +$33K 0.06% 132
2026
Q1 		$287K Hold
497
– – 0.05% 134
2025
Q4 		$305K Hold
497
– – 0.06% 128
2025
Q3 		$298K Hold
497
– – 0.06% 129
2025
Q2 		$274K Buy
497
+43
+9% +$21.4K 0.06% 122
2025
Q1 		$213K Hold
454
– – 0.05% 124
2024
Q4 		$232K Buy
454
+10
+2% +$5.06K 0.05% 120
2024
Q3 		$217K Hold
444
– – 0.05% 117
2024
Q2 		$213K Buy
+444
New +$200K 0.05% 117
2024
Q1 		– Sell
-494
Closed -$202K – 123
2023
Q4 		$202K Buy
+494
New +$188K 0.06% 103

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

LMG Wealth Partners's QQQ Position: Q2 2026 in Review

LMG Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 9.7% in Q2 2026, buying an estimated $33K and bringing the position to 545 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #132.

LMG Wealth Partners first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • LMG Wealth Partners held 545 shares of Invesco QQQ Trust worth $402K as of Q2 2026.
  • LMG Wealth Partners bought 48 Invesco QQQ Trust shares in Q2 2026, an estimated $33K.
  • Invesco QQQ Trust made up 0.06% of LMG Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • LMG Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.