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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
2024
Q2 		– Sell
-3,097
Closed -$1.38M – 233
2024
Q1 		$1.38M Buy
+3,097
New +$1.33M 0.2% 30

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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. 1,691 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.
  • 1,691 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.