Certuity
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Certuity’s Invesco QQQ Trust QQQ Stock Holding History

Certuity’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
2021
Q2 		– Sell
-200
Closed -$64K – 371
2021
Q1 		$64K Buy
200
+100
+100% +$32K 0.02% 306
2020
Q4 		$31K Buy
+100
New +$29.4K 0.01% 251
2020
Q2 		– Sell
-1,000
Closed -$190K – 211
2020
Q1 		$190K Buy
+1,000
New +$212K 0.11% 142

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Certuity's QQQ Position: Q3 2026 in Review

Certuity reduced its Invesco QQQ Trust (QQQ) stake by 1.7% in Q3 2026, selling an estimated $415K and leaving 33,918 shares worth $25.1M. The position accounts for 1.18% of the portfolio, ranked #16.

Certuity first reported a position in QQQ in Q4 2019 and has held it in 28 quarters since. The position peaked at $56.1M in Q2 2024. 2,253 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Certuity held 33,918 shares of Invesco QQQ Trust worth $25.1M as of Q3 2026.
  • Certuity sold 581 Invesco QQQ Trust shares in Q3 2026, an estimated $415K.
  • Invesco QQQ Trust made up 1.18% of Certuity's portfolio in Q3 2026, its #16 holding.
  • Certuity first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 28 quarters since.
  • Certuity's Invesco QQQ Trust position peaked at $56.1M in Q2 2024.
  • 2,253 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Certuity's 13F filing for Q3 2026, filed 2 Nov 2026.