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

Precedent 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
Q3 		$1.77M Buy
2,390
+1,116
+88% +$797K 0.27% 101
2026
Q2 		$938K Hold
1,274
– – 0.16% 114
2026
Q1 		$735K Hold
1,274
– – 0.15% 115
2025
Q4 		$783K Sell
1,274
-197
-13% -$121K 0.16% 117
2025
Q3 		$883K Sell
1,471
-19
-1% -$10.9K 0.19% 112
2025
Q2 		$822K Sell
1,490
-3
-0.2% -$1.49K 0.2% 113
2025
Q1 		$700K Buy
1,493
+435
+41% +$221K 0.19% 111
2024
Q4 		$541K Sell
1,058
-49
-4% -$24.8K 0.18% 115
2024
Q3 		$540K Sell
1,107
-50
-4% -$23.7K 0.18% 109
2024
Q2 		$554K Hold
1,157
– – 0.22% 97
2024
Q1 		$514K Buy
1,157
+50
+5% +$21.4K 0.22% 97
2023
Q4 		$453K Buy
+1,107
New +$420K 0.23% 93

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Precedent Wealth Partners's QQQ Position: Q3 2026 in Review

Precedent Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 88% in Q3 2026, buying an estimated $797K and bringing the position to 2,390 shares worth $1.77M. The position accounts for 0.27% of the portfolio, ranked #101.

Precedent Wealth Partners first reported a position in QQQ in Q4 2023 and has held it in 12 quarters since. 2,609 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Precedent Wealth Partners held 2,390 shares of Invesco QQQ Trust worth $1.77M as of Q3 2026.
  • Precedent Wealth Partners bought 1,116 Invesco QQQ Trust shares in Q3 2026, an estimated $797K.
  • Invesco QQQ Trust made up 0.27% of Precedent Wealth Partners's portfolio in Q3 2026, its #101 holding.
  • Precedent Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 12 quarters since.
  • 2,609 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.