Courage Miller Partners’s Invesco QQQ Trust QQQ Stock Holding History

Courage Miller 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 Q3	$525K	Sell	710 -300	-30%	-$214K	0.14%	58
2026 Q2	$744K	Hold	1,010	–	–	0.2%	48
2026 Q1	$583K	Buy	+1,010	New	+$614K	0.16%	53
2024 Q2	–	Sell	-582	Closed	-$258K	–	82
2024 Q1	$258K	Buy	+582	New	+$250K	0.09%	80
2022 Q1	–	Sell	-636	Closed	-$253K	–	81
2021 Q4	$253K	Hold	636	–	–	0.1%	77
2021 Q3	$228K	Sell	636 -46	-7%	-$16.9K	0.09%	80
2021 Q2	$242K	Hold	682	–	–	0.1%	78
2021 Q1	$218K	Hold	682	–	–	0.09%	77
2020 Q4	$214K	Buy	+682	New	+$200K	0.1%	75
2016 Q2	–	Sell	-1,916	Closed	-$209K	–	69
2016 Q1	$209K	Buy	+1,916	New	+$199K	0.15%	65
2014 Q4	–	Sell	-3,356	Closed	-$332K	–	63
2014 Q3	$332K	Buy	3,356 +355	+12%	+$34.6K	0.26%	48
2014 Q2	$282K	Hold	3,001	–	–	0.21%	53
2014 Q1	$263K	Hold	3,001	–	–	0.21%	51
2013 Q4	$264K	Hold	3,001	–	–	0.22%	48
2013 Q3	$237K	Hold	3,001	–	–	0.19%	48
2013 Q2	$214K	Buy	+3,001	New	+$214K	0.19%	46

Other funds holding QQQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Courage Miller Partners's QQQ Position: Q3 2026 in Review

Courage Miller Partners reduced its Invesco QQQ Trust (QQQ) stake by 30% in Q3 2026, selling an estimated $214K and leaving 710 shares worth $525K. The position accounts for 0.14% of the portfolio, ranked #58.

Courage Miller Partners first reported a position in QQQ in Q2 2013 and has held it in 16 quarters since. The position peaked at $744K in Q2 2026. 2,925 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Courage Miller Partners held 710 shares of Invesco QQQ Trust worth $525K as of Q3 2026.
Courage Miller Partners sold 300 Invesco QQQ Trust shares in Q3 2026, an estimated $214K.
Invesco QQQ Trust made up 0.14% of Courage Miller Partners's portfolio in Q3 2026, its #58 holding.
Courage Miller Partners first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 16 quarters since.
Courage Miller Partners's Invesco QQQ Trust position peaked at $744K in Q2 2026.
2,925 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Courage Miller Partners's 13F filing for Q3 2026, filed 21 Oct 2026.