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

Wiser 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
2026 Q2	$330K	Buy	+448	New	+$308K	0.06%	54

Other funds holding QQQ

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Div Capital Phoenix Assets Ltd Georgetown $583M AUM

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

Wiser Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 448 shares worth $330K. The stake represents 0.06% of the portfolio and ranks #54 among its holdings.

1,153 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Wiser Wealth Management held 448 shares of Invesco QQQ Trust worth $330K as of Q2 2026.
Invesco QQQ Trust was a new Wiser Wealth Management position in Q2 2026.
Invesco QQQ Trust made up 0.06% of Wiser Wealth Management's portfolio in Q2 2026, its #54 holding.
1,153 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.