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

Cyndeo 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 		$5.54M Buy
7,524
+657
+10% +$452K 0.26% 99
2026
Q1 		$3.96M Buy
6,867
+178
+3% +$108K 0.21% 118
2025
Q4 		$4.11M Sell
6,689
-78
-1% -$47.9K 0.22% 107
2025
Q3 		$4.06M Sell
6,767
-52
-0.8% -$29.8K 0.23% 107
2025
Q2 		$3.76M Buy
6,819
+1,124
+20% +$559K 0.22% 113
2025
Q1 		$2.67M Buy
5,695
+2,338
+70% +$1.19M 0.18% 138
2024
Q4 		$1.72M Buy
3,357
+476
+17% +$241K 0.12% 177
2024
Q3 		$1.41M Buy
2,881
+1,322
+85% +$626K 0.1% 184
2024
Q2 		$747K Buy
1,559
+534
+52% +$240K 0.06% 238
2024
Q1 		$455K Sell
1,025
-135
-12% -$57.9K 0.04% 271
2023
Q4 		$475K Hold
1,160
– – 0.04% 255
2023
Q3 		$415K Buy
1,160
+314
+37% +$116K 0.04% 238
2023
Q2 		$313K Hold
846
– – 0.03% 263
2023
Q1 		$272K Sell
846
-13
-2% -$3.84K 0.03% 277
2022
Q4 		$229K Buy
+859
New +$238K 0.03% 281

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

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

Cyndeo Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 9.6% in Q2 2026, buying an estimated $452K and bringing the position to 7,524 shares worth $5.54M. The position accounts for 0.26% of the portfolio, ranked #99.

Cyndeo Wealth Partners first reported a position in QQQ in Q4 2022 and has held it in 15 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Cyndeo Wealth Partners held 7,524 shares of Invesco QQQ Trust worth $5.54M as of Q2 2026.
  • Cyndeo Wealth Partners bought 657 Invesco QQQ Trust shares in Q2 2026, an estimated $452K.
  • Invesco QQQ Trust made up 0.26% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • Cyndeo Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 15 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.