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Catherine Avery Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Catherine Avery Investment 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
Q3 		$7.4K Hold
10
– – 0.01% 131
2026
Q2 		$7.36K Buy
+10
New +$6.88K ﹤0.01% 126
2026
Q1 		– Sell
-2
Closed -$1.23K – 138
2025
Q4 		$1.23K Hold
2
– – ﹤0.01% 140
2025
Q3 		$1.2K Hold
2
– – ﹤0.01% 143
2025
Q2 		$1.1K Buy
+2
New +$995 ﹤0.01% 146

Other funds holding QQQ

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
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 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
SGCA
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Catherine Avery Investment Management's QQQ Position: Q3 2026 in Review

Catherine Avery Investment Management held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 10 shares worth $7.4K. The position accounts for 0.01% of the portfolio, ranked #131.

Catherine Avery Investment Management first reported a position in QQQ in Q2 2025 and has held it in 5 quarters since. 816 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Catherine Avery Investment Management held 10 shares of Invesco QQQ Trust worth $7.4K as of Q3 2026.
  • Catherine Avery Investment Management left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.01% of Catherine Avery Investment Management's portfolio in Q3 2026, its #131 holding.
  • Catherine Avery Investment Management first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 5 quarters since.
  • 816 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.