BostonPremier Wealth
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BostonPremier Wealth’s Invesco QQQ Trust QQQ Stock Holding History

BostonPremier 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
Q3 		$37.7M Buy
50,963
+1,578
+3% +$1.13M 15.38% 2
2026
Q2 		$36.4M Buy
49,385
+1,404
+3% +$966K 15.44% 2
2026
Q1 		$27.7M Buy
47,981
+1,280
+3% +$778K 14.31% 2
2025
Q4 		$28.7M Buy
46,701
+9,592
+26% +$5.89M 14.7% 2
2025
Q3 		$22.3M Buy
37,109
+802
+2% +$459K 11.07% 2
2025
Q2 		$20M Buy
36,307
+553
+2% +$275K 11.11% 2
2025
Q1 		$16.8M Buy
35,754
+3,799
+12% +$1.93M 10.41% 2
2024
Q4 		$16.3M Buy
+31,955
New +$16.2M 9.9% 2

Other funds holding QQQ

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BostonPremier Wealth's QQQ Position: Q3 2026 in Review

BostonPremier Wealth increased its Invesco QQQ Trust (QQQ) stake by 3.2% in Q3 2026, buying an estimated $1.13M and bringing the position to 50,963 shares worth $37.7M. The position accounts for 15.38% of the portfolio, ranked #2.

BostonPremier Wealth first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 1,235 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • BostonPremier Wealth held 50,963 shares of Invesco QQQ Trust worth $37.7M as of Q3 2026.
  • BostonPremier Wealth bought 1,578 Invesco QQQ Trust shares in Q3 2026, an estimated $1.13M.
  • Invesco QQQ Trust made up 15.38% of BostonPremier Wealth's portfolio in Q3 2026, its #2 holding.
  • BostonPremier Wealth first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.