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

Meridian 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 Q1	$531K	Buy	920 +422	+85%	+$256K	0.07%	64
2025 Q4	$306K	Hold	498	–	–	0.04%	83
2025 Q3	$299K	Buy	+498	New	+$285K	0.04%	87
2023 Q1	–	Sell	-907	Closed	-$242K	–	100
2022 Q4	$242K	Sell	907 -87	-9%	-$24.1K	0.06%	76
2022 Q3	$266K	Buy	+994	New	+$300K	0.07%	65
2022 Q2	–	Sell	-700	Closed	-$254K	–	87
2022 Q1	$254K	Sell	700 -40	-5%	-$14.2K	0.05%	68
2021 Q4	$294K	Buy	740 +25	+3%	+$9.65K	0.06%	64
2021 Q3	$256K	Hold	715	–	–	0.06%	67
2021 Q2	$253K	Buy	715 +30	+4%	+$10.1K	0.06%	68
2021 Q1	$219K	Buy	685 +528	+336%	+$169K	0.07%	68
2020 Q4	$49K	Hold	157	–	–	0.02%	143
2020 Q3	$44K	Hold	157	–	–	0.02%	135
2020 Q2	$39K	Hold	157	–	–	0.02%	141
2020 Q1	$30K	Buy	157 +55	+54%	+$11.6K	0.02%	148
2019 Q4	$22K	Buy	+102	New	+$20.4K	0.01%	197

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Meridian Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 85% in Q1 2026, buying an estimated $256K and bringing the position to 920 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #64.

Meridian Wealth Partners first reported a position in QQQ in Q4 2019 and has held it in 15 quarters since. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Meridian Wealth Partners held 920 shares of Invesco QQQ Trust worth $531K as of Q1 2026.
Meridian Wealth Partners bought 422 Invesco QQQ Trust shares in Q1 2026, an estimated $256K.
Invesco QQQ Trust made up 0.07% of Meridian Wealth Partners's portfolio in Q1 2026, its #64 holding.
Meridian Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 15 quarters since.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.