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3Chopt Investment Partners’s Invesco QQQ Trust QQQ Stock Holding History

3Chopt Investment 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 		$347K Hold
471
– – 0.07% 190
2026
Q1 		$272K Hold
471
– – 0.06% 183
2025
Q4 		$289K Hold
471
– – 0.06% 186
2025
Q3 		$283K Hold
471
– – 0.06% 184
2025
Q2 		$260K Hold
471
– – 0.06% 190
2025
Q1 		$221K Buy
+471
New +$239K 0.06% 198
2024
Q3 		– Sell
-471
Closed -$226K – 156
2024
Q2 		$226K Buy
+471
New +$212K 0.07% 174

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

3Chopt Investment Partners's QQQ Position: Q2 2026 in Review

3Chopt Investment Partners held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 471 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #190.

3Chopt Investment Partners first reported a position in QQQ in Q2 2024 and has held it in 7 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • 3Chopt Investment Partners held 471 shares of Invesco QQQ Trust worth $347K as of Q2 2026.
  • 3Chopt Investment Partners left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.07% of 3Chopt Investment Partners's portfolio in Q2 2026, its #190 holding.
  • 3Chopt Investment Partners first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 7 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.