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Curated Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Curated Wealth 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 		$107K Buy
26,932
+25,133
+1,397% +$17.3M 0.01% 591
2026
Q1 		$1.04M Hold
1,799
– – 0.13% 64
2025
Q4 		$1.11M Sell
1,799
-40
-2% -$24.5K 0.12% 64
2025
Q3 		$1.1M Sell
1,839
-25
-1% -$14.3K 0.13% 56
2025
Q2 		$1.03M Sell
1,864
-944
-34% -$469K 0.12% 53
2025
Q1 		$1.32M Sell
2,808
-174
-6% -$88.4K 0.17% 36
2024
Q4 		$1.52M Hold
2,982
– – 0.17% 33
2024
Q3 		$1.46M Sell
2,982
-20
-0.7% -$9.46K 0.19% 33
2024
Q2 		$1.44M Buy
+3,002
New +$1.35M 0.2% 30
2024
Q1 		– Sell
-1,340
Closed -$575K – 238
2023
Q4 		$549K Hold
1,340
– – 0.09% 85
2023
Q3 		$480K Sell
1,340
-60
-4% -$22.3K 0.09% 76
2023
Q2 		$517K Hold
1,400
– – 0.1% 71
2023
Q1 		$449K Sell
1,400
-1,510
-52% -$446K 0.1% 73
2022
Q4 		$775K Hold
2,910
– – 0.19% 43
2022
Q3 		$778K Sell
2,910
-27
-0.9% -$8.15K 0.23% 39
2022
Q2 		$824K Buy
+2,937
New +$911K 0.24% 39
2022
Q1 		– Sell
-2,910
Closed -$1.16M – 141
2021
Q4 		$1.16M Hold
2,910
– – 0.37% 32
2021
Q3 		$1.04M Hold
2,910
– – 0.58% 31
2021
Q2 		$1.03M Sell
2,910
-510
-15% -$171K 0.56% 31
2021
Q1 		$1.09M Sell
3,420
-520
-13% -$166K 0.67% 29
2020
Q4 		$1.24M Buy
+3,940
New +$1.16M 0.8% 23

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Curated Wealth Partners's QQQ Position: Q2 2026 in Review

Curated Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 1,397% in Q2 2026, buying an estimated $17.3M and bringing the position to 26,932 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #591.

Curated Wealth Partners first reported a position in QQQ in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.52M in Q4 2024. 1,629 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Curated Wealth Partners held 26,932 shares of Invesco QQQ Trust worth $107K as of Q2 2026.
  • Curated Wealth Partners bought 25,133 Invesco QQQ Trust shares in Q2 2026, an estimated $17.3M.
  • Invesco QQQ Trust made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #591 holding.
  • Curated Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 21 quarters since.
  • Curated Wealth Partners's Invesco QQQ Trust position peaked at $1.52M in Q4 2024.
  • 1,629 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.