Retirement Wealth Solutions’s Invesco QQQ Trust QQQ Stock Holding History

Retirement Wealth Solutions’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	$17.8K	Hold	24	–	–	0.01%	171
2026 Q1	$14K	Hold	24	–	–	0.01%	177
2025 Q4	$14.8K	Hold	24	–	–	0.01%	182
2025 Q3	$14.5K	Hold	24	–	–	0.01%	191
2025 Q2	$13.3K	Hold	24	–	–	0.01%	206
2025 Q1	$11.3K	Buy	+24	New	+$12.2K	0.01%	211

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Retirement Wealth Solutions's QQQ Position: Q2 2026 in Review

Retirement Wealth Solutions held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 24 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #171.

Retirement Wealth Solutions first reported a position in QQQ in Q1 2025 and has held it in 6 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Retirement Wealth Solutions held 24 shares of Invesco QQQ Trust worth $17.8K as of Q2 2026.
Retirement Wealth Solutions left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #171 holding.
Retirement Wealth Solutions first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 6 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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