Strategic Family Wealth Counselors’s Invesco QQQ Trust QQQ Stock Holding History

Strategic Family Wealth Counselors’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	$5.53M	Buy	7,514 +426	+6%	+$293K	1.29%	26
2026 Q1	$4.09M	Buy	7,088 +495	+8%	+$301K	1.07%	32
2025 Q4	$4.01M	Buy	6,593 +116	+2%	+$71.2K	0.9%	34
2025 Q3	$3.89M	Sell	6,477 -56	-0.9%	-$32.1K	1%	32
2025 Q2	$3.6M	Sell	6,533 -7	-0.1%	-$3.48K	1.03%	32
2025 Q1	$3.07M	Sell	6,540 -50	-0.8%	-$25.4K	1%	34
2024 Q4	$3.37M	Buy	6,590 +25	+0.4%	+$12.6K	1.1%	30
2024 Q3	$3.2M	Buy	6,565 +77	+1%	+$36.4K	1.12%	29
2024 Q2	$3.11M	Buy	6,488 +51	+0.8%	+$22.9K	1.18%	28
2024 Q1	$2.86M	Sell	6,437 -921	-13%	-$395K	1.13%	29
2023 Q4	$3.01M	Buy	7,358 +1,085	+17%	+$412K	1.26%	25
2023 Q3	$2.25M	Buy	+6,273	New	+$2.33M	1.08%	28

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

Strategic Family Wealth Counselors's QQQ Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Invesco QQQ Trust (QQQ) stake by 6% in Q2 2026, buying an estimated $293K and bringing the position to 7,514 shares worth $5.53M. The position accounts for 1.29% of the portfolio, ranked #26.

Strategic Family Wealth Counselors first reported a position in QQQ in Q3 2023 and has held it in 12 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Strategic Family Wealth Counselors held 7,514 shares of Invesco QQQ Trust worth $5.53M as of Q2 2026.
Strategic Family Wealth Counselors bought 426 Invesco QQQ Trust shares in Q2 2026, an estimated $293K.
Invesco QQQ Trust made up 1.29% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #26 holding.
Strategic Family Wealth Counselors first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 12 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.