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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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Precedent Wealth Partners held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,274 shares worth $938K. The position accounts for 0.16% of the portfolio, ranked #114.

Precedent Wealth Partners first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 1,608 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Precedent Wealth Partners held 1,274 shares of Invesco QQQ Trust worth $938K as of Q2 2026.
  • Precedent Wealth Partners left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.16% of Precedent Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Precedent Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.