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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Curran Financial Partners's QQQ Position: Q1 2026 in Review

Curran Financial Partners increased its Invesco QQQ Trust (QQQ) stake by 20% in Q1 2026, buying an estimated $484K and bringing the position to 4,868 shares worth $2.81M. The position accounts for 0.5% of the portfolio, ranked #36.

Curran Financial Partners first reported a position in QQQ in Q3 2022 and has held it in 14 quarters since. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Curran Financial Partners held 4,868 shares of Invesco QQQ Trust worth $2.81M as of Q1 2026.
  • Curran Financial Partners bought 796 Invesco QQQ Trust shares in Q1 2026, an estimated $484K.
  • Invesco QQQ Trust made up 0.5% of Curran Financial Partners's portfolio in Q1 2026, its #36 holding.
  • Curran Financial Partners first reported a position in Invesco QQQ Trust in Q3 2022 and has held it in 14 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.