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 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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Courage Miller Partners's QQQ Position: Q2 2026 in Review

Courage Miller Partners held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,010 shares worth $744K. The position accounts for 0.2% of the portfolio, ranked #48.

Courage Miller Partners first reported a position in QQQ in Q2 2013 and has held it in 15 quarters since. 1,995 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Courage Miller Partners held 1,010 shares of Invesco QQQ Trust worth $744K as of Q2 2026.
Courage Miller Partners left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.2% of Courage Miller Partners's portfolio in Q2 2026, its #48 holding.
Courage Miller Partners first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 15 quarters since.
1,995 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.