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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
Q3 		$79.7K Hold
108
– – ﹤0.01% 226
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Atwood & Palmer's QQQ Position: Q3 2026 in Review

Atwood & Palmer held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 108 shares worth $79.7K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Atwood & Palmer first reported a position in QQQ in Q2 2014 and has held it in 24 quarters since. The position peaked at $309K in Q4 2025. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Atwood & Palmer held 108 shares of Invesco QQQ Trust worth $79.7K as of Q3 2026.
  • Atwood & Palmer left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #226 holding.
  • Atwood & Palmer first reported a position in Invesco QQQ Trust in Q2 2014 and has held it in 24 quarters since.
  • Atwood & Palmer's Invesco QQQ Trust position peaked at $309K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.