Verus Financial Partners’s Invesco QQQ Trust QQQ Stock Holding History

Verus Financial 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	$407K	Sell	553 -13	-2%	-$8.94K	0.03%	86
2026 Q1	$363K	Sell	566 -3	-0.5%	-$1.82K	0.03%	95
2025 Q4	$356K	Sell	569 -183	-24%	-$112K	0.03%	90
2025 Q3	$451K	Sell	752 -259	-26%	-$148K	0.04%	74
2025 Q2	$562K	Buy	1,011 +245	+32%	+$122K	0.06%	55
2025 Q1	$351K	Buy	766 +6	+0.8%	+$3.05K	0.04%	68
2024 Q4	$386K	Buy	760 +1	+0.1%	+$506	0.04%	64
2024 Q3	$366K	Hold	759	–	–	0.04%	69
2024 Q2	$364K	Hold	759	–	–	0.04%	65
2024 Q1	$337K	Hold	759	–	–	0.04%	72
2023 Q4	$322K	Buy	759 +1	+0.1%	+$380	0.04%	76
2023 Q3	$277K	Buy	758 +26	+4%	+$9.64K	0.04%	80
2023 Q2	$277K	Hold	732	–	–	0.04%	83
2023 Q1	$232K	Hold	732	–	–	0.03%	89
2022 Q4	$216K	Buy	+732	New	+$202K	0.03%	95

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

Verus Financial Partners's QQQ Position: Q2 2026 in Review

Verus Financial Partners reduced its Invesco QQQ Trust (QQQ) stake by 2.3% in Q2 2026, selling an estimated $8.94K and leaving 553 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #86.

Verus Financial Partners first reported a position in QQQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $562K in Q2 2025. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Verus Financial Partners held 553 shares of Invesco QQQ Trust worth $407K as of Q2 2026.
Verus Financial Partners sold 13 Invesco QQQ Trust shares in Q2 2026, an estimated $8.94K.
Invesco QQQ Trust made up 0.03% of Verus Financial Partners's portfolio in Q2 2026, its #86 holding.
Verus Financial Partners first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 15 quarters since.
Verus Financial Partners's Invesco QQQ Trust position peaked at $562K in Q2 2025.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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