PWM
QQQ icon

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

Puff 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 		$366K Sell
495
-137
-22% -$97.9K 0.35% 56
2026
Q2 		$465K Buy
+632
New +$435K 0.47% 52
2025
Q4 		$358K Buy
584
+6
+1% +$3.68K 0.46% 50
2025
Q3 		$347K Sell
578
-4
-0.7% -$2.29K 0.53% 44
2025
Q2 		$321K Buy
+582
New +$289K 0.23% 75

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
F4L
Fortune 45 LLC Gonzales, Louisiana $246M AUM 18.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Puff Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 22% in Q3 2026, selling an estimated $97.9K and leaving 495 shares worth $366K. The position accounts for 0.35% of the portfolio, ranked #56.

Puff Wealth Management first reported a position in QQQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $465K in Q2 2026. 546 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Puff Wealth Management held 495 shares of Invesco QQQ Trust worth $366K as of Q3 2026.
  • Puff Wealth Management sold 137 Invesco QQQ Trust shares in Q3 2026, an estimated $97.9K.
  • Invesco QQQ Trust made up 0.35% of Puff Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Puff Wealth Management first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 5 quarters since.
  • Puff Wealth Management's Invesco QQQ Trust position peaked at $465K in Q2 2026.
  • 546 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.