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Momentum Wealth Planning’s Invesco QQQ Trust QQQ Stock Holding History

Momentum Wealth Planning’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 		$23.8M Sell
32,308
-64
-0.2% -$44K 17.42% 2
2026
Q1 		$18.7M Buy
32,372
+572
+2% +$347K 16.6% 2
2025
Q4 		$20.2M Buy
31,800
+1,403
+5% +$861K 15.78% 2
2025
Q3 		$18.3M Buy
30,397
+1,156
+4% +$662K 14.22% 2
2025
Q2 		$16.1M Buy
+29,241
New +$14.5M 13.75% 2

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

Momentum Wealth Planning's QQQ Position: Q2 2026 in Review

Momentum Wealth Planning reduced its Invesco QQQ Trust (QQQ) stake by 0.2% in Q2 2026, selling an estimated $44K and leaving 32,308 shares worth $23.8M. The position accounts for 17.42% of the portfolio, ranked #2.

Momentum Wealth Planning first reported a position in QQQ in Q2 2025 and has held it in 5 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Momentum Wealth Planning held 32,308 shares of Invesco QQQ Trust worth $23.8M as of Q2 2026.
  • Momentum Wealth Planning sold 64 Invesco QQQ Trust shares in Q2 2026, an estimated $44K.
  • Invesco QQQ Trust made up 17.42% of Momentum Wealth Planning's portfolio in Q2 2026, its #2 holding.
  • Momentum Wealth Planning first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 5 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.