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 Q2	$582K	Sell	790 -130	-14%	-$89.4K	0.07%	62
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 $1.89T 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

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

Meridian Wealth Partners reduced its Invesco QQQ Trust (QQQ) stake by 14% in Q2 2026, selling an estimated $89.4K and leaving 790 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #62.

Meridian Wealth Partners first reported a position in QQQ in Q4 2019 and has held it in 16 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Meridian Wealth Partners held 790 shares of Invesco QQQ Trust worth $582K as of Q2 2026.
Meridian Wealth Partners sold 130 Invesco QQQ Trust shares in Q2 2026, an estimated $89.4K.
Invesco QQQ Trust made up 0.07% of Meridian Wealth Partners's portfolio in Q2 2026, its #62 holding.
Meridian Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 16 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.