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Meridian Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Meridian Wealth Advisors’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 		$2.24M Buy
3,886
+287
+8% +$174K 0.3% 66
2025
Q4 		$2.21M Buy
3,599
+142
+4% +$87.1K 0.31% 59
2025
Q3 		$2.08M Buy
3,457
+255
+8% +$146K 0.29% 58
2025
Q2 		$1.77M Buy
3,202
+697
+28% +$347K 0.28% 60
2025
Q1 		$1.17M Buy
2,505
+667
+36% +$339K 0.2% 72
2024
Q4 		$940K Buy
1,838
+3
+0.2% +$1.52K 0.16% 81
2024
Q3 		$896K Buy
1,835
+1
+0.1% +$473 0.15% 83
2024
Q2 		$879K Buy
1,834
+2
+0.1% +$900 0.16% 88
2024
Q1 		$814K Buy
1,832
+200
+12% +$85.8K 0.15% 91
2023
Q4 		$668K Sell
1,632
-18
-1% -$6.83K 0.15% 95
2023
Q3 		$591K Buy
1,650
+23
+1% +$8.53K 0.15% 97
2023
Q2 		$601K Buy
1,627
+277
+21% +$93.3K 0.15% 98
2023
Q1 		$433K Buy
1,350
+47
+4% +$13.9K 0.11% 122
2022
Q4 		$347K Sell
1,303
-496
-28% -$137K 0.09% 136
2022
Q3 		$481K Sell
1,799
-1,563
-46% -$472K 0.14% 114
2022
Q2 		$942K Buy
3,362
+2,406
+252% +$747K 0.25% 81
2022
Q1 		$347K Buy
956
+10
+1% +$3.55K 0.08% 153
2021
Q4 		$376K Buy
946
+3
+0.3% +$1.16K 0.09% 144
2021
Q3 		$337K Buy
943
+1
+0.1% +$368 0.09% 148
2021
Q2 		$334K Sell
942
-1,428
-60% -$480K 0.09% 147
2021
Q1 		$756K Hold
2,370
– – 0.25% 80
2020
Q4 		$744K Sell
2,370
-246
-9% -$72.2K 0.27% 79
2020
Q3 		$727K Buy
2,616
+253
+11% +$68.6K 0.31% 66
2020
Q2 		$585K Buy
2,363
+938
+66% +$210K 0.27% 79
2020
Q1 		$271K Buy
+1,425
New +$302K 0.15% 112

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

Meridian Wealth Advisors's QQQ Position: Q1 2026 in Review

Meridian Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 8% in Q1 2026, buying an estimated $174K and bringing the position to 3,886 shares worth $2.24M. The position accounts for 0.3% of the portfolio, ranked #66.

Meridian Wealth Advisors first reported a position in QQQ in Q1 2020 and has held it in 25 quarters since. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Meridian Wealth Advisors held 3,886 shares of Invesco QQQ Trust worth $2.24M as of Q1 2026.
  • Meridian Wealth Advisors bought 287 Invesco QQQ Trust shares in Q1 2026, an estimated $174K.
  • Invesco QQQ Trust made up 0.3% of Meridian Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Meridian Wealth Advisors first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 25 quarters since.
  • 3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.