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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
Q3 		$17.9K Hold
24
– – 0.01% 192
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Retirement Wealth Solutions's QQQ Position: Q3 2026 in Review

Retirement Wealth Solutions held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 24 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #192.

Retirement Wealth Solutions first reported a position in QQQ in Q1 2025 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Retirement Wealth Solutions held 24 shares of Invesco QQQ Trust worth $17.9K as of Q3 2026.
  • Retirement Wealth Solutions left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #192 holding.
  • Retirement Wealth Solutions first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 7 quarters since.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

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