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Sanchez Wealth Management Group’s Invesco QQQ Trust QQQ Stock Holding History

Sanchez Wealth Management Group’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 		$33.9M Sell
45,967
-511
-1% -$352K 5.93% 7
2026
Q1 		$26.8M Sell
46,478
-334
-0.7% -$203K 5.8% 7
2025
Q4 		$28.8M Sell
46,812
-4,009
-8% -$2.46M 6.15% 6
2025
Q3 		$30.5M Buy
50,821
+7,053
+16% +$4.04M 6.78% 4
2025
Q2 		$24.1M Buy
43,768
+1,311
+3% +$652K 5.82% 7
2025
Q1 		$19.9M Buy
42,457
+944
+2% +$480K 5.41% 9
2024
Q4 		$21.2M Buy
41,513
+3,688
+10% +$1.87M 5.8% 6
2024
Q3 		$18.5M Buy
37,825
+1,863
+5% +$882K 5.63% 8
2024
Q2 		$17.2M Buy
35,962
+1,163
+3% +$523K 5.58% 9
2024
Q1 		$15.5M Buy
34,799
+55
+0.2% +$23.6K 5.23% 9
2023
Q4 		$14.2M Buy
34,744
+1,795
+5% +$681K 5.19% 9
2023
Q3 		$11.8M Buy
32,949
+286
+0.9% +$106K 4.76% 9
2023
Q2 		$12.1M Buy
32,663
+496
+2% +$167K 4.89% 9
2023
Q1 		$10.3M Sell
32,167
-197
-0.6% -$58.1K 4.55% 9
2022
Q4 		$8.62M Sell
32,364
-31,398
-49% -$8.68M 4.22% 11
2022
Q3 		$17M Buy
63,762
+423
+0.7% +$128K 9.3% 4
2022
Q2 		$17.8M Buy
63,339
+473
+0.8% +$147K 8.82% 5
2022
Q1 		$22.8M Buy
62,866
+938
+2% +$333K 9.58% 4
2021
Q4 		$24.6M Buy
61,928
+889
+1% +$343K 10.39% 4
2021
Q3 		$21.9M Buy
61,039
+1,773
+3% +$653K 9.81% 4
2021
Q2 		$21M Sell
59,266
-21,923
-27% -$7.37M 9.59% 4
2021
Q1 		$25.9M Sell
81,189
-556
-0.7% -$178K 13.18% 3
2020
Q4 		$25.6M Sell
81,745
-789
-1% -$232K 13.79% 2
2020
Q3 		$22.9M Buy
82,534
+1,853
+2% +$503K 13.55% 3
2020
Q2 		$20M Buy
80,681
+3,115
+4% +$698K 13.32% 3
2020
Q1 		$14.8M Buy
+77,566
New +$16.4M 13.43% 4

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sanchez Wealth Management Group's QQQ Position: Q2 2026 in Review

Sanchez Wealth Management Group reduced its Invesco QQQ Trust (QQQ) stake by 1.1% in Q2 2026, selling an estimated $352K and leaving 45,967 shares worth $33.9M. The position accounts for 5.93% of the portfolio, ranked #7.

Sanchez Wealth Management Group first reported a position in QQQ in Q1 2020 and has held it in 26 quarters since. 3,989 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Sanchez Wealth Management Group held 45,967 shares of Invesco QQQ Trust worth $33.9M as of Q2 2026.
  • Sanchez Wealth Management Group sold 511 Invesco QQQ Trust shares in Q2 2026, an estimated $352K.
  • Invesco QQQ Trust made up 5.93% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #7 holding.
  • Sanchez Wealth Management Group first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 26 quarters since.
  • 3,989 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.