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 Q3	–	Sell	-22,275	Closed	-$16M	–	74
2026 Q2	$16M	Buy	+22,275	New	+$886K	8.45%	3

Other funds holding QBIG

Polaris Financial Partners Westerville, Ohio $223M AUM

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BSC

BOLTON SECURITIES CORPORATION Bolton, Massachusetts $2.66B AUM 30.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Shepherd Wealth Management's QBIG Position: Q3 2026 in Review

Shepherd Wealth Management sold out of Invesco Top QQQ ETF (QBIG) in Q3 2026, closing a stake of 22,275 shares — an estimated $16M sold.

Shepherd Wealth Management first reported a position in QBIG in Q2 2026 and held it in 1 quarter. The position peaked at $16M in Q2 2026. 7 funds tracked by Wall St. Rank hold QBIG as of Q3 2026.

Shepherd Wealth Management reported no remaining Invesco Top QQQ ETF position as of Q3 2026 after selling out during the quarter.
Shepherd Wealth Management sold 22,275 Invesco Top QQQ ETF shares in Q3 2026, an estimated $16M.
Shepherd Wealth Management first reported a position in Invesco Top QQQ ETF in Q2 2026 and held it in 1 quarter.
Shepherd Wealth Management's Invesco Top QQQ ETF position peaked at $16M in Q2 2026.
7 funds tracked by Wall St. Rank held Invesco Top QQQ ETF as of Q3 2026.

Based on Shepherd Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.