SWM
QBIG

Shepherd Wealth Management’s Invesco Top QQQ ETF QBIG Stock Holding History

Shepherd Wealth Management’s Portfolio QBIG Stock Details QBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16M Buy
+22,275
New +$886K 8.83% 3

Other funds holding QBIG

AFP
ATX Financial Planning Austin, Texas $151M AUM
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Shepherd Wealth Management's QBIG Position: Q2 2026 in Review

Shepherd Wealth Management opened a new position in Invesco Top QQQ ETF (QBIG) in Q2 2026: 22,275 shares worth $16M. The stake represents 8.83% of the portfolio and ranks #3 among its holdings.

5 funds tracked by Wall St. Rank hold QBIG as of Q2 2026.

  • Shepherd Wealth Management held 22,275 shares of Invesco Top QQQ ETF worth $16M as of Q2 2026.
  • Invesco Top QQQ ETF was a new Shepherd Wealth Management position in Q2 2026.
  • Invesco Top QQQ ETF made up 8.83% of Shepherd Wealth Management's portfolio in Q2 2026, its #3 holding.
  • 5 funds tracked by Wall St. Rank held Invesco Top QQQ ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.