AP
QQQ icon

Atwood & Palmer’s Invesco QQQ Trust QQQ Stock Holding History

Atwood & Palmer’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 		$79.3K Sell
108
-395
-79% -$272K ﹤0.01% 214
2026
Q1 		$290K Buy
503
+1
+0.2% +$608 0.02% 141
2025
Q4 		$309K Hold
502
– – 0.02% 126
2025
Q3 		$301K Hold
502
– – 0.02% 128
2025
Q2 		$277K Hold
502
– – 0.02% 134
2025
Q1 		$235K Buy
502
+330
+192% +$168K 0.02% 140
2024
Q4 		$87.9K Sell
172
-8
-4% -$4.05K 0.01% 189
2024
Q3 		$87.9K Sell
180
-31
-15% -$14.7K 0.01% 192
2024
Q2 		$101K Buy
+211
New +$94.9K 0.01% 177
2022
Q3 		– Sell
-169
Closed -$47K – 396
2022
Q2 		$47K Buy
+169
New +$52.4K ﹤0.01% 213
2020
Q3 		– Sell
-115
Closed -$28K – 340
2020
Q2 		$28K Hold
115
– – ﹤0.01% 208
2020
Q1 		$22K Buy
+115
New +$24.3K ﹤0.01% 215
2018
Q1 		– Sell
-175
Closed -$27K – 298
2017
Q4 		$27K Sell
175
-275
-61% -$42K ﹤0.01% 208
2017
Q3 		$65K Sell
450
-250
-36% -$35.8K 0.01% 173
2017
Q2 		$96K Buy
+700
New +$96.3K 0.02% 155
2016
Q2 		– Sell
-207
Closed -$23K – 315
2016
Q1 		$23K Sell
207
-39
-16% -$4.05K ﹤0.01% 223
2015
Q4 		$28K Hold
246
– – 0.01% 241
2015
Q3 		$25K Buy
246
+146
+146% +$15.7K ﹤0.01% 245
2015
Q2 		$11K Hold
100
– – ﹤0.01% 283
2015
Q1 		$11K Hold
100
– – ﹤0.01% 268
2014
Q4 		$11K Hold
100
– – ﹤0.01% 290
2014
Q3 		$10K Hold
100
– – ﹤0.01% 305
2014
Q2 		$9K Buy
+100
New +$8.93K ﹤0.01% 272

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atwood & Palmer's QQQ Position: Q2 2026 in Review

Atwood & Palmer reduced its Invesco QQQ Trust (QQQ) stake by 79% in Q2 2026, selling an estimated $272K and leaving 108 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Atwood & Palmer first reported a position in QQQ in Q2 2014 and has held it in 23 quarters since. The position peaked at $309K in Q4 2025. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Atwood & Palmer held 108 shares of Invesco QQQ Trust worth $79.3K as of Q2 2026.
  • Atwood & Palmer sold 395 Invesco QQQ Trust shares in Q2 2026, an estimated $272K.
  • Invesco QQQ Trust made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #214 holding.
  • Atwood & Palmer first reported a position in Invesco QQQ Trust in Q2 2014 and has held it in 23 quarters since.
  • Atwood & Palmer's Invesco QQQ Trust position peaked at $309K in Q4 2025.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.