Barlow Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Barlow Wealth 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	$716K	Hold	1,007	–	–	0.08%	72
2026 Q1	$653K	Hold	1,007	–	–	0.07%	75
2025 Q4	$631K	Sell	1,007 -33	-3%	-$20.3K	0.07%	75
2025 Q3	$630K	Buy	1,040 +96	+10%	+$55K	0.07%	74
2025 Q2	$520K	Hold	944	–	–	0.06%	79
2025 Q1	$446K	Hold	944	–	–	0.06%	84
2024 Q4	$488K	Hold	944	–	–	0.06%	82
2024 Q3	$455K	Buy	944 +136	+17%	+$64.4K	0.06%	92
2024 Q2	$374K	Buy	808 +208	+35%	+$93.5K	0.05%	100
2024 Q1	$263K	Hold	600	–	–	0.04%	125
2023 Q4	$246K	Buy	+600	New	+$228K	0.03%	129

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

Barlow Wealth Partners's QQQ Position: Q2 2026 in Review

Barlow Wealth Partners held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,007 shares worth $716K. The position accounts for 0.08% of the portfolio, ranked #72.

Barlow Wealth Partners first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Barlow Wealth Partners held 1,007 shares of Invesco QQQ Trust worth $716K as of Q2 2026.
Barlow Wealth Partners left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.08% of Barlow Wealth Partners's portfolio in Q2 2026, its #72 holding.
Barlow Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.