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

Moulton 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	$780K	Buy	+1,071	New	+$737K	0.51%	44
2026 Q1	–	Sell	-1,866	Closed	-$1.14M	–	66
2025 Q4	$1.14M	Sell	1,866 -123	-6%	-$75.5K	1.08%	28
2025 Q3	$1.19M	Buy	1,989 +317	+19%	+$182K	0.87%	32
2025 Q2	$930K	Buy	1,672 +155	+10%	+$77.1K	0.7%	29
2025 Q1	$711K	Buy	1,517 +862	+132%	+$438K	0.54%	27
2024 Q4	$335K	Sell	655 -76	-10%	-$38.4K	0.26%	40
2024 Q3	$356K	Buy	+731	New	+$346K	0.3%	36
2021 Q4	–	Sell	-8,787	Closed	-$3.17M	–	32
2021 Q3	$3.17M	Buy	+8,787	New	+$3.24M	2.36%	13
2021 Q1	–	Sell	-665	Closed	-$209K	–	38
2020 Q4	$209K	Buy	+665	New	+$195K	0.17%	21
2020 Q1	–	Sell	-42,794	Closed	-$9.17M	–	21
2019 Q4	$9.17M	Buy	+42,794	New	+$8.57M	7.58%	2

Other funds holding QQQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DCPAL

Div Capital Phoenix Assets Ltd Georgetown $583M AUM

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 1,071 shares worth $780K. The stake represents 0.51% of the portfolio and ranks #44 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in QQQ as recently as Q4 2025.

Moulton Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 10 quarters since. The position peaked at $9.17M in Q4 2019. 897 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Moulton Wealth Management held 1,071 shares of Invesco QQQ Trust worth $780K as of Q2 2026.
Invesco QQQ Trust was a new Moulton Wealth Management position in Q2 2026.
Invesco QQQ Trust made up 0.51% of Moulton Wealth Management's portfolio in Q2 2026, its #44 holding.
Moulton Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 10 quarters since.
Moulton Wealth Management's Invesco QQQ Trust position peaked at $9.17M in Q4 2019.
897 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.