CFP
QQQ icon

Curran Financial Partners’s Invesco QQQ Trust QQQ Stock Holding History

Curran Financial 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 		$4.31M Buy
5,852
+984
+20% +$677K 0.64% 34
2026
Q1 		$2.81M Buy
4,868
+796
+20% +$484K 0.5% 36
2025
Q4 		$2.5M Buy
4,072
+717
+21% +$440K 0.48% 44
2025
Q3 		$2.01M Buy
3,355
+772
+30% +$442K 0.4% 47
2025
Q2 		$1.42M Buy
2,583
+292
+13% +$145K 0.31% 54
2025
Q1 		$1.07M Buy
2,291
+490
+27% +$249K 0.26% 48
2024
Q4 		$921K Buy
1,801
+354
+24% +$179K 0.24% 53
2024
Q3 		$706K Buy
1,447
+304
+27% +$144K 0.2% 63
2024
Q2 		$548K Buy
+1,143
New +$514K 0.18% 62
2024
Q1 		– Sell
-1,046
Closed -$445K – 84
2023
Q4 		$445K Buy
1,046
+111
+12% +$42.1K 0.17% 56
2023
Q3 		$335K Buy
935
+55
+6% +$20.4K 0.15% 53
2023
Q2 		$325K Buy
880
+154
+21% +$51.8K 0.14% 59
2023
Q1 		$233K Sell
726
-136
-16% -$40.1K 0.11% 62
2022
Q4 		$230K Buy
862
+62
+8% +$17.1K 0.11% 62
2022
Q3 		$214K Buy
+800
New +$241K 0.11% 60

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Curran Financial Partners's QQQ Position: Q2 2026 in Review

Curran Financial Partners increased its Invesco QQQ Trust (QQQ) stake by 20% in Q2 2026, buying an estimated $677K and bringing the position to 5,852 shares worth $4.31M. The position accounts for 0.64% of the portfolio, ranked #34.

Curran Financial Partners first reported a position in QQQ in Q3 2022 and has held it in 15 quarters since. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Curran Financial Partners held 5,852 shares of Invesco QQQ Trust worth $4.31M as of Q2 2026.
  • Curran Financial Partners bought 984 Invesco QQQ Trust shares in Q2 2026, an estimated $677K.
  • Invesco QQQ Trust made up 0.64% of Curran Financial Partners's portfolio in Q2 2026, its #34 holding.
  • Curran Financial Partners first reported a position in Invesco QQQ Trust in Q3 2022 and has held it in 15 quarters since.
  • 4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.