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Rowlandmiller & Partners’s Invesco QQQ Trust QQQ Stock Holding History

Rowlandmiller & 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 		$287K Buy
390
+16
+4% +$11K 0.05% 138
2026
Q1 		$216K Buy
374
+83
+29% +$50.4K 0.04% 149
2025
Q4 		$179K Buy
291
+3
+1% +$1.84K 0.03% 158
2025
Q3 		$173K Buy
288
+10
+4% +$5.73K 0.03% 157
2025
Q2 		$153K Buy
278
+5
+2% +$2.49K 0.03% 157
2025
Q1 		$128K Buy
+273
New +$139K 0.03% 165

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 $44.6B AUM 28.94% 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
AG
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
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

Rowlandmiller & Partners's QQQ Position: Q2 2026 in Review

Rowlandmiller & Partners increased its Invesco QQQ Trust (QQQ) stake by 4.3% in Q2 2026, buying an estimated $11K and bringing the position to 390 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #138.

Rowlandmiller & Partners first reported a position in QQQ in Q1 2025 and has held it in 6 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Rowlandmiller & Partners held 390 shares of Invesco QQQ Trust worth $287K as of Q2 2026.
  • Rowlandmiller & Partners bought 16 Invesco QQQ Trust shares in Q2 2026, an estimated $11K.
  • Invesco QQQ Trust made up 0.05% of Rowlandmiller & Partners's portfolio in Q2 2026, its #138 holding.
  • Rowlandmiller & Partners first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 6 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.