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RMR Wealth Builders’s Invesco QQQ Trust QQQ Stock Holding History

RMR Wealth Builders’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 		$9.82M Buy
13,336
+1,057
+9% +$727K 0.61% 26
2026
Q1 		$7.09M Sell
12,279
-308
-2% -$187K 0.56% 26
2025
Q4 		$7.73M Buy
12,587
+366
+3% +$225K 0.62% 26
2025
Q3 		$7.34M Buy
12,221
+1,004
+9% +$575K 0.61% 25
2025
Q2 		$6.19M Buy
11,217
+363
+3% +$181K 0.56% 28
2025
Q1 		$5.09M Sell
10,854
-592
-5% -$301K 0.54% 27
2024
Q4 		$5.85M Buy
11,446
+131
+1% +$66.3K 0.6% 26
2024
Q3 		$5.52M Buy
11,315
+245
+2% +$116K 0.59% 26
2024
Q2 		$5.3M Sell
11,070
-144
-1% -$64.8K 0.61% 26
2024
Q1 		$4.98M Buy
11,214
+50
+0.4% +$21.4K 0.6% 26
2023
Q4 		$4.57M Sell
11,164
-5,507
-33% -$2.09M 0.64% 26
2023
Q3 		$5.97M Buy
16,671
+125
+0.8% +$46.4K 0.95% 22
2023
Q2 		$6.11M Buy
16,546
+337
+2% +$113K 1.04% 22
2023
Q1 		$5.2M Buy
16,209
+127
+0.8% +$37.5K 0.99% 23
2022
Q4 		$4.28M Sell
16,082
-840
-5% -$232K 0.97% 22
2022
Q3 		$4.52M Buy
16,922
+202
+1% +$61K 1.11% 22
2022
Q2 		$4.69M Sell
16,720
-95
-0.6% -$29.5K 1.17% 20
2022
Q1 		$6.1M Buy
16,815
+770
+5% +$273K 1.31% 21
2021
Q4 		$6.38M Buy
16,045
+407
+3% +$157K 1.83% 15
2021
Q3 		$5.6M Buy
15,638
+1,574
+11% +$580K 1.64% 10
2021
Q2 		$4.99M Buy
14,064
+668
+5% +$225K 1.64% 10
2021
Q1 		$4.28M Buy
13,396
+5,187
+63% +$1.66M 1.11% 14
2020
Q4 		$2.58M Sell
8,209
-8,752
-52% -$2.57M 1.27% 11
2020
Q3 		$4.71M Buy
16,961
+12,268
+261% +$3.33M 1.22% 15
2020
Q2 		$1.16M Buy
+4,693
New +$1.05M 1.04% 24
2019
Q4 		$739K Buy
+3,474
New +$696K 0.71% 35

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 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

RMR Wealth Builders's QQQ Position: Q2 2026 in Review

RMR Wealth Builders increased its Invesco QQQ Trust (QQQ) stake by 8.6% in Q2 2026, buying an estimated $727K and bringing the position to 13,336 shares worth $9.82M. The position accounts for 0.61% of the portfolio, ranked #26.

RMR Wealth Builders first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. 1,629 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • RMR Wealth Builders held 13,336 shares of Invesco QQQ Trust worth $9.82M as of Q2 2026.
  • RMR Wealth Builders bought 1,057 Invesco QQQ Trust shares in Q2 2026, an estimated $727K.
  • Invesco QQQ Trust made up 0.61% of RMR Wealth Builders's portfolio in Q2 2026, its #26 holding.
  • RMR Wealth Builders first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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