AssuredPartners Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

AssuredPartners Investment Advisors’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 Q1	$421K	Buy	715 +86	+14%	+$52.2K	0.05%	283
2025 Q4	$387K	Buy	629 +67	+12%	+$41.1K	0.06%	244
2025 Q3	$338K	Hold	562	–	–	0.08%	188
2025 Q2	$310K	Sell	562 -360	-39%	-$179K	0.08%	184
2025 Q1	$432K	Sell	922 -240	-21%	-$122K	0.08%	212
2024 Q4	$594K	Buy	+1,162	New	+$588K	0.12%	179

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssuredPartners Investment Advisors's QQQ Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 14% in Q1 2026, buying an estimated $52.2K and bringing the position to 715 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #283.

AssuredPartners Investment Advisors first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $594K in Q4 2024. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

AssuredPartners Investment Advisors held 715 shares of Invesco QQQ Trust worth $421K as of Q1 2026.
AssuredPartners Investment Advisors bought 86 Invesco QQQ Trust shares in Q1 2026, an estimated $52.2K.
Invesco QQQ Trust made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #283 holding.
AssuredPartners Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Invesco QQQ Trust position peaked at $594K in Q4 2024.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.