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

Lodestone 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	$749K	Hold	1,017	–	–	0.26%	87
2026 Q1	$587K	Hold	1,017	–	–	0.23%	99
2025 Q4	$625K	Sell	1,017 -10	-1%	-$6.14K	0.25%	89
2025 Q3	$617K	Hold	1,027	–	–	0.28%	86
2025 Q2	$567K	Hold	1,027	–	–	0.28%	89
2025 Q1	$481K	Hold	1,027	–	–	0.26%	96
2024 Q4	$525K	Buy	1,027 +1	+0.1%	+$506	0.26%	87
2024 Q3	$501K	Sell	1,026 -208	-17%	-$98.4K	0.25%	87
2024 Q2	$591K	Buy	1,234 +36	+3%	+$16.2K	0.31%	76
2024 Q1	$532K	Sell	1,198 -27	-2%	-$11.6K	0.28%	82
2023 Q4	$501K	Buy	1,225 +268	+28%	+$102K	0.29%	81
2023 Q3	$343K	Hold	957	–	–	0.24%	94
2023 Q2	$353K	Sell	957 -58	-6%	-$19.5K	0.24%	99
2023 Q1	$326K	Buy	1,015 +1	+0.1%	+$295	0.25%	98
2022 Q4	$270K	Buy	+1,014	New	+$280K	0.22%	102

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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 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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Lodestone Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,017 shares worth $749K. The position accounts for 0.26% of the portfolio, ranked #87.

Lodestone Wealth Management first reported a position in QQQ in Q4 2022 and has held it in 15 quarters since. 1,783 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Lodestone Wealth Management held 1,017 shares of Invesco QQQ Trust worth $749K as of Q2 2026.
Lodestone Wealth Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.26% of Lodestone Wealth Management's portfolio in Q2 2026, its #87 holding.
Lodestone Wealth Management first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 15 quarters since.
1,783 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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