QWM
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Quaker Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Quaker 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
2025
Q2 		– Hold
0
– -$46.9K – 1511
2025
Q1 		– Hold
0
– – – 159

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

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

Quaker Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 0.78% in Q2 2026, selling an estimated $2.06K and leaving 384 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #56.

Quaker Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 16 quarters since. The position peaked at $352K in Q3 2020. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Quaker Wealth Management held 384 shares of Invesco QQQ Trust worth $283K as of Q2 2026.
  • Quaker Wealth Management sold 3 Invesco QQQ Trust shares in Q2 2026, an estimated $2.06K.
  • Invesco QQQ Trust made up 0.08% of Quaker Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Quaker Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 16 quarters since.
  • Quaker Wealth Management's Invesco QQQ Trust position peaked at $352K in Q3 2020.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.