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Merit Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Merit Financial Group’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
2021
Q1 		– Sell
-1,500
Closed -$4K – 241
2020
Q4 		$4K Buy
+1,500
New +$440K ﹤0.01% 214

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Merit Financial Group's QQQ Position: Q2 2026 in Review

Merit Financial Group increased its Invesco QQQ Trust (QQQ) stake by 5% in Q2 2026, buying an estimated $8.01M and bringing the position to 245,984 shares worth $181M. The position accounts for 1.11% of the portfolio, ranked #17.

Merit Financial Group first reported a position in QQQ in Q4 2017 and has held it in 35 quarters since. 792 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Merit Financial Group held 245,984 shares of Invesco QQQ Trust worth $181M as of Q2 2026.
  • Merit Financial Group bought 11,649 Invesco QQQ Trust shares in Q2 2026, an estimated $8.01M.
  • Invesco QQQ Trust made up 1.11% of Merit Financial Group's portfolio in Q2 2026, its #17 holding.
  • Merit Financial Group first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 35 quarters since.
  • 792 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.