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Cedar Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Cedar Wealth 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
Q1 		$1.48M Hold
2,565
– – 0.43% 28
2025
Q4 		$1.58M Sell
2,565
-11
-0.4% -$6.75K 0.47% 25
2025
Q3 		$1.55M Sell
2,576
-40
-2% -$22.9K 0.47% 25
2025
Q2 		$1.44M Buy
2,616
+50
+2% +$24.9K 0.49% 25
2025
Q1 		$1.2M Buy
2,566
+118
+5% +$60K 0.43% 27
2024
Q4 		$1.25M Sell
2,448
-100
-4% -$50.6K 0.45% 26
2024
Q3 		$1.24M Sell
2,548
-733
-22% -$347K 0.39% 36
2024
Q2 		$1.57M Buy
3,281
+27
+0.8% +$12.1K 0.51% 28
2024
Q1 		$1.44M Sell
3,254
-22
-0.7% -$9.43K 0.48% 31
2023
Q4 		$1.34M Buy
3,276
+35
+1% +$13.3K 0.49% 32
2023
Q3 		$1.16M Buy
3,241
+5
+0.2% +$1.85K 0.46% 31
2023
Q2 		$1.2M Sell
3,236
-483
-13% -$163K 0.46% 32
2023
Q1 		$1.19M Sell
3,719
-429
-10% -$127K 0.49% 29
2022
Q4 		$1.1M Buy
4,148
+1
+0% +$277 0.55% 24
2022
Q3 		$1.11M Buy
4,147
+1,990
+92% +$601K 0.55% 30
2022
Q2 		$605K Buy
2,157
+297
+16% +$92.2K 0.28% 55
2022
Q1 		$674K Buy
1,860
+256
+16% +$90.9K 0.27% 57
2021
Q4 		$638K Hold
1,604
– – 0.26% 70
2021
Q3 		$574K Hold
1,604
– – 0.26% 68
2021
Q2 		$569K Buy
1,604
+3
+0.2% +$1.01K 0.26% 68
2021
Q1 		$511K Sell
1,601
-2,666
-62% -$852K 0.25% 68
2020
Q4 		$1.34M Buy
4,267
+1,811
+74% +$532K 0.72% 28
2020
Q3 		$682K Buy
2,456
+169
+7% +$45.8K 0.42% 35
2020
Q2 		$566K Buy
+2,287
New +$513K 0.38% 42
2019
Q3 		– Sell
-2,350
Closed -$439K – 167
2019
Q2 		$439K Hold
2,350
– – 0.28% 29
2019
Q1 		$422K Hold
2,350
– – 0.26% 31
2018
Q4 		$363K Buy
+2,350
New +$393K 0.26% 34

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cedar Wealth Management's QQQ Position: Q1 2026 in Review

Cedar Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 2,565 shares worth $1.48M. The position accounts for 0.43% of the portfolio, ranked #28.

Cedar Wealth Management first reported a position in QQQ in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.58M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Cedar Wealth Management held 2,565 shares of Invesco QQQ Trust worth $1.48M as of Q1 2026.
  • Cedar Wealth Management left its Invesco QQQ Trust share count unchanged in Q1 2026.
  • Invesco QQQ Trust made up 0.43% of Cedar Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Cedar Wealth Management first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 27 quarters since.
  • Cedar Wealth Management's Invesco QQQ Trust position peaked at $1.58M in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.