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Richards, Merrill & Peterson’s Invesco QQQ Trust QQQ Stock Holding History

Richards, Merrill & Peterson’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 		$11.7M Buy
15,835
+212
+1% +$146K 3.7% 5
2026
Q1 		$9.02M Buy
15,623
+39
+0.3% +$23.7K 3.31% 5
2025
Q4 		$9.57M Buy
15,584
+264
+2% +$162K 3.67% 5
2025
Q3 		$9.2M Sell
15,320
-249
-2% -$143K 3.97% 4
2025
Q2 		$8.59M Buy
15,569
+1,828
+13% +$909K 4.08% 4
2025
Q1 		$6.44M Buy
13,741
+713
+5% +$362K 3.35% 5
2024
Q4 		$6.66M Buy
+13,028
New +$6.59M 3.48% 5

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
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
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

Richards, Merrill & Peterson's QQQ Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Invesco QQQ Trust (QQQ) stake by 1.4% in Q2 2026, buying an estimated $146K and bringing the position to 15,835 shares worth $11.7M. The position accounts for 3.7% of the portfolio, ranked #5.

Richards, Merrill & Peterson first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 1,898 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Richards, Merrill & Peterson held 15,835 shares of Invesco QQQ Trust worth $11.7M as of Q2 2026.
  • Richards, Merrill & Peterson bought 212 Invesco QQQ Trust shares in Q2 2026, an estimated $146K.
  • Invesco QQQ Trust made up 3.7% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #5 holding.
  • Richards, Merrill & Peterson first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,898 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.