Meridian Financial’s Invesco QQQ Trust QQQ Stock Holding History

Meridian Financial’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	$10.3M	Sell	13,948 -345	-2%	-$237K	4.93%	3
2026 Q1	$8.25M	Sell	14,293 -574	-4%	-$349K	4.51%	5
2025 Q4	$9.13M	Sell	14,867 -95	-0.6%	-$58.3K	4.97%	4
2025 Q3	$8.98M	Buy	+14,962	New	+$8.57M	5.06%	4
2024 Q1	–	Sell	-14,346	Closed	-$5.88M	–	123
2023 Q4	$5.88M	Buy	14,346 +640	+5%	+$243K	4.62%	6
2023 Q3	$4.91M	Sell	13,706 -24	-0.2%	-$8.9K	4.57%	6
2023 Q2	$5.07M	Buy	13,730 +289	+2%	+$97.3K	4.58%	6
2023 Q1	$4.31M	Buy	13,441 +490	+4%	+$145K	4.19%	7
2022 Q4	$3.45M	Sell	12,951 -338	-3%	-$93.5K	3.63%	8
2022 Q3	$3.55M	Buy	13,289 +9	+0.1%	+$2.72K	4.13%	7
2022 Q2	$3.72M	Buy	+13,280	New	+$4.12M	4.19%	7

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Meridian Financial's QQQ Position: Q2 2026 in Review

Meridian Financial reduced its Invesco QQQ Trust (QQQ) stake by 2.4% in Q2 2026, selling an estimated $237K and leaving 13,948 shares worth $10.3M. The position accounts for 4.93% of the portfolio, ranked #3.

Meridian Financial first reported a position in QQQ in Q2 2022 and has held it in 11 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Meridian Financial held 13,948 shares of Invesco QQQ Trust worth $10.3M as of Q2 2026.
Meridian Financial sold 345 Invesco QQQ Trust shares in Q2 2026, an estimated $237K.
Invesco QQQ Trust made up 4.93% of Meridian Financial's portfolio in Q2 2026, its #3 holding.
Meridian Financial first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 11 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.