Barlow Wealth Partners
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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
Q3 		$768K Buy
1,011
+4
+0.4% +$2.86K 0.08% 70
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% -$20.2K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barlow Wealth Partners's QQQ Position: Q3 2026 in Review

Barlow Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 0.4% in Q3 2026, buying an estimated $2.86K and bringing the position to 1,011 shares worth $768K. The position accounts for 0.08% of the portfolio, ranked #70.

Barlow Wealth Partners first reported a position in QQQ in Q4 2023 and has held it in 12 quarters since. 2,925 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Barlow Wealth Partners held 1,011 shares of Invesco QQQ Trust worth $768K as of Q3 2026.
  • Barlow Wealth Partners bought 4 Invesco QQQ Trust shares in Q3 2026, an estimated $2.86K.
  • Invesco QQQ Trust made up 0.08% of Barlow Wealth Partners's portfolio in Q3 2026, its #70 holding.
  • Barlow Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 12 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.