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Shelton Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Shelton 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
Q4 		– Sell
-3,000
Closed -$1.8M – 180
2025
Q3 		$1.8M Buy
+3,000
New +$1.72M 0.82% 38
2025
Q2 		– Sell
-4,500
Closed -$2.11M – 169
2025
Q1 		$2.11M Buy
+4,500
New +$2.29M 1.15% 18

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

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

Shelton Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q2 2026, closing a stake of 541 shares — an estimated $312K sold.

Shelton Wealth Management first reported a position in QQQ in Q3 2024 and held it in 6 quarters. The position peaked at $362K in Q3 2025. 1,761 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Shelton Wealth Management reported no remaining Invesco QQQ Trust position as of Q2 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 541 Invesco QQQ Trust shares in Q2 2026, an estimated $312K.
  • Shelton Wealth Management first reported a position in Invesco QQQ Trust in Q3 2024 and held it in 6 quarters.
  • Shelton Wealth Management's Invesco QQQ Trust position peaked at $362K in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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