Meriwether Wealth & Planning’s Invesco QQQ Trust QQQ Stock Holding History

Meriwether Wealth & Planning’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 Q3	$67.3K	Buy	+91	New	+$65K	0.03%	226

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Meriwether Wealth & Planning's QQQ Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 91 shares worth $67.3K. The stake represents 0.03% of the portfolio and ranks #226 among its holdings.

1,859 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Meriwether Wealth & Planning held 91 shares of Invesco QQQ Trust worth $67.3K as of Q3 2026.
Invesco QQQ Trust was a new Meriwether Wealth & Planning position in Q3 2026.
Invesco QQQ Trust made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #226 holding.
1,859 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.