Cerity Partners
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Cerity Partners’s Invesco QQQ Trust QQQ Stock Holding History

Cerity Partners’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
Q2 		– Sell
-1,100
Closed -$715K – 3537
2026
Q1 		$715K Buy
+1,100
New +$668K ﹤0.01% 2065

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's QQQ Position: Q2 2026 in Review

Cerity Partners increased its Invesco QQQ Trust (QQQ) stake by 5.2% in Q2 2026, buying an estimated $28.3M and bringing the position to 834,551 shares worth $615M. The position accounts for 0.74% of the portfolio, ranked #20.

Cerity Partners first reported a position in QQQ in Q1 2017 and has held it in 34 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Cerity Partners held 834,551 shares of Invesco QQQ Trust worth $615M as of Q2 2026.
  • Cerity Partners bought 41,200 Invesco QQQ Trust shares in Q2 2026, an estimated $28.3M.
  • Invesco QQQ Trust made up 0.74% of Cerity Partners's portfolio in Q2 2026, its #20 holding.
  • Cerity Partners first reported a position in Invesco QQQ Trust in Q1 2017 and has held it in 34 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.