Meramec Financial Planners’s Invesco QQQ Trust QQQ Stock Holding History

Meramec Financial Planners’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	$263K	Sell	385 -11	-3%	-$7.57K	0.1%	108
2026 Q1	$256K	Buy	396 +1	+0.3%	+$608	0.1%	104
2025 Q4	$241K	Buy	+395	New	+$242K	0.09%	112

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Meramec Financial Planners's QQQ Position: Q2 2026 in Review

Meramec Financial Planners reduced its Invesco QQQ Trust (QQQ) stake by 2.8% in Q2 2026, selling an estimated $7.57K and leaving 385 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #108.

Meramec Financial Planners first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Meramec Financial Planners held 385 shares of Invesco QQQ Trust worth $263K as of Q2 2026.
Meramec Financial Planners sold 11 Invesco QQQ Trust shares in Q2 2026, an estimated $7.57K.
Invesco QQQ Trust made up 0.1% of Meramec Financial Planners's portfolio in Q2 2026, its #108 holding.
Meramec Financial Planners first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.