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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Mosley Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 12% in Q2 2026, selling an estimated $47.5K and leaving 506 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #118.

Mosley Wealth Management first reported a position in QQQ in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2024. 2,750 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Mosley Wealth Management held 506 shares of Invesco QQQ Trust worth $373K as of Q2 2026.
Mosley Wealth Management sold 69 Invesco QQQ Trust shares in Q2 2026, an estimated $47.5K.
Invesco QQQ Trust made up 0.12% of Mosley Wealth Management's portfolio in Q2 2026, its #118 holding.
Mosley Wealth Management first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 6 quarters since.
Mosley Wealth Management's Invesco QQQ Trust position peaked at $1.24M in Q4 2024.
2,750 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.