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

Mosley 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
Q3 		$367K Sell
504
-2
-0.4% -$1.43K 0.11% 127
2026
Q2 		$373K Sell
506
-69
-12% -$47.5K 0.12% 118
2026
Q1 		$345K Buy
575
+8
+1% +$4.86K 0.16% 119
2025
Q4 		$347K Buy
+567
New +$348K 0.16% 123
2024
Q4 		$1.24M Buy
2,387
+748
+46% +$378K 0.77% 29
2024
Q3 		$812K Buy
1,639
+1,069
+188% +$506K 0.55% 36
2024
Q2 		$273K Buy
+570
New +$256K 0.23% 85

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mosley Wealth Management's QQQ Position: Q3 2026 in Review

Mosley Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 0.4% in Q3 2026, selling an estimated $1.43K and leaving 504 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #127.

Mosley Wealth Management first reported a position in QQQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2024. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Mosley Wealth Management held 504 shares of Invesco QQQ Trust worth $367K as of Q3 2026.
  • Mosley Wealth Management sold 2 Invesco QQQ Trust shares in Q3 2026, an estimated $1.43K.
  • Invesco QQQ Trust made up 0.11% of Mosley Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Mosley Wealth Management first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 7 quarters since.
  • Mosley Wealth Management's Invesco QQQ Trust position peaked at $1.24M in Q4 2024.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.