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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
2020
Q1 		– Sell
-66,569
Closed -$14.2M – 265
2019
Q4 		$14.2M Buy
+66,569
New +$13.3M 5.71% 7

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cedar Mountain Advisors's QQQ Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.07% in Q2 2026, buying an estimated $20K and bringing the position to 39,980 shares worth $29.4M. The position accounts for 5.07% of the portfolio, ranked #6.

Cedar Mountain Advisors first reported a position in QQQ in Q1 2020 and has held it in 26 quarters since. 792 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Cedar Mountain Advisors held 39,980 shares of Invesco QQQ Trust worth $29.4M as of Q2 2026.
  • Cedar Mountain Advisors bought 29 Invesco QQQ Trust shares in Q2 2026, an estimated $20K.
  • Invesco QQQ Trust made up 5.07% of Cedar Mountain Advisors's portfolio in Q2 2026, its #6 holding.
  • Cedar Mountain Advisors first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 26 quarters since.
  • 792 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.