Morey & Quinn Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Morey & Quinn 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	$1.09M	Buy	1,485 +86	+6%	+$59.2K	0.7%	34
2026 Q1	$807K	Buy	1,399 +132	+10%	+$80.2K	0.57%	43
2025 Q4	$778K	Buy	1,267 +207	+20%	+$127K	0.56%	47
2025 Q3	$636K	Buy	1,060 +94	+10%	+$53.8K	0.47%	51
2025 Q2	$533K	Buy	966 +173	+22%	+$86K	0.43%	60
2025 Q1	$372K	Buy	793 +123	+18%	+$62.5K	0.31%	79
2024 Q4	$342K	Buy	+670	New	+$339K	0.29%	86

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Morey & Quinn Wealth Partners's QQQ Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 6.1% in Q2 2026, buying an estimated $59.2K and bringing the position to 1,485 shares worth $1.09M. The position accounts for 0.7% of the portfolio, ranked #34.

Morey & Quinn Wealth Partners first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Morey & Quinn Wealth Partners held 1,485 shares of Invesco QQQ Trust worth $1.09M as of Q2 2026.
Morey & Quinn Wealth Partners bought 86 Invesco QQQ Trust shares in Q2 2026, an estimated $59.2K.
Invesco QQQ Trust made up 0.7% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #34 holding.
Morey & Quinn Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.