Cedar Mountain Advisors
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Cedar Mountain Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Cedar Mountain Advisors’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 		$28.3M Sell
38,249
-1,731
-4% -$1.24M 4.8% 6
2026
Q2 		$29.4M Buy
39,980
+29
+0.1% +$20K 5.07% 6
2026
Q1 		$23.1M Sell
39,951
-556
-1% -$338K 4.51% 6
2025
Q4 		$24.9M Sell
40,507
-225
-0.6% -$138K 4.8% 6
2025
Q3 		$24.5M Sell
40,732
-1,571
-4% -$900K 4.76% 6
2025
Q2 		$23.3M Buy
42,303
+623
+1% +$310K 4.85% 6
2025
Q1 		$19.5M Sell
41,680
-116
-0.3% -$58.9K 4.38% 7
2024
Q4 		$21.4M Sell
41,796
-75
-0.2% -$37.9K 4.7% 7
2024
Q3 		$20.4M Sell
41,871
-3,140
-7% -$1.49M 4.61% 7
2024
Q2 		$21.6M Sell
45,011
-1
-0% -$450 5.32% 6
2024
Q1 		$20M Sell
45,012
-305
-0.7% -$131K 5.03% 7
2023
Q4 		$18.6M Sell
45,317
-466
-1% -$177K 5.02% 7
2023
Q3 		$16.4M Sell
45,783
-313
-0.7% -$116K 4.84% 8
2023
Q2 		$17M Sell
46,096
-915
-2% -$308K 4.86% 8
2023
Q1 		$15.1M Buy
47,011
+421
+0.9% +$124K 4.54% 8
2022
Q4 		$12.4M Sell
46,590
-568
-1% -$157K 3.89% 9
2022
Q3 		$12.6M Buy
47,158
+1,487
+3% +$449K 4.19% 9
2022
Q2 		$12.8M Sell
45,671
-6,862
-13% -$2.13M 4.38% 8
2022
Q1 		$19M Sell
52,533
-183
-0.3% -$65K 5.63% 7
2021
Q4 		$21M Buy
52,716
+143
+0.3% +$55.2K 6.43% 7
2021
Q3 		$18.8M Sell
52,573
-2,431
-4% -$895K 6.26% 7
2021
Q2 		$19.5M Sell
55,004
-4,642
-8% -$1.56M 6.44% 7
2021
Q1 		$19M Sell
59,646
-116
-0.2% -$37.1K 6.44% 7
2020
Q4 		$18.8M Sell
59,762
-3,474
-5% -$1.02M 6.7% 6
2020
Q3 		$17.6M Sell
63,236
-1,056
-2% -$286K 7.11% 6
2020
Q2 		$15.9M Sell
64,292
-2,293
-3% -$514K 6.9% 6
2020
Q1 		$12.7M Buy
+66,585
New +$14.1M 6.34% 6

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
Alaska Permanent Fund
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
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Cedar Mountain Advisors's QQQ Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Invesco QQQ Trust (QQQ) stake by 4.3% in Q3 2026, selling an estimated $1.24M and leaving 38,249 shares worth $28.3M. The position accounts for 4.8% of the portfolio, ranked #6.

Cedar Mountain Advisors first reported a position in QQQ in Q1 2020 and has held it in 27 quarters since. The position peaked at $29.4M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Cedar Mountain Advisors held 38,249 shares of Invesco QQQ Trust worth $28.3M as of Q3 2026.
  • Cedar Mountain Advisors sold 1,731 Invesco QQQ Trust shares in Q3 2026, an estimated $1.24M.
  • Invesco QQQ Trust made up 4.8% of Cedar Mountain Advisors's portfolio in Q3 2026, its #6 holding.
  • Cedar Mountain Advisors first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Invesco QQQ Trust position peaked at $29.4M in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.