Solutions 4 Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Solutions 4 Wealth’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	$505K	Sell	686 -200	-23%	-$138K	0.65%	34
2026 Q1	$511K	Sell	886 -294	-25%	-$179K	0.77%	32
2025 Q4	$725K	Buy	1,180 +158	+15%	+$97K	1.1%	27
2025 Q3	$614K	Buy	1,022 +196	+24%	+$112K	0.95%	29
2025 Q2	$456K	Buy	826 +394	+91%	+$196K	0.76%	34
2025 Q1	$203K	Buy	432 +2	+0.5%	+$1.02K	0.36%	49
2024 Q4	$220K	Sell	430 -89	-17%	-$45K	0.4%	48
2024 Q3	$253K	Buy	+519	New	+$246K	0.5%	47

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Solutions 4 Wealth's QQQ Position: Q2 2026 in Review

Solutions 4 Wealth reduced its Invesco QQQ Trust (QQQ) stake by 23% in Q2 2026, selling an estimated $138K and leaving 686 shares worth $505K. The position accounts for 0.65% of the portfolio, ranked #34.

Solutions 4 Wealth first reported a position in QQQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $725K in Q4 2025. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Solutions 4 Wealth held 686 shares of Invesco QQQ Trust worth $505K as of Q2 2026.
Solutions 4 Wealth sold 200 Invesco QQQ Trust shares in Q2 2026, an estimated $138K.
Invesco QQQ Trust made up 0.65% of Solutions 4 Wealth's portfolio in Q2 2026, its #34 holding.
Solutions 4 Wealth first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 8 quarters since.
Solutions 4 Wealth's Invesco QQQ Trust position peaked at $725K in Q4 2025.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.