BBR Partners’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.08M Buy
5,341
+1,262
+31% +$767K 0.17% 52
2025
Q4
$2.51M Buy
4,079
+123
+3% +$75.5K 0.13% 69
2025
Q3
$2.38M Buy
3,956
+302
+8% +$173K 0.14% 64
2025
Q2
$2.02M Sell
3,654
-188
-5% -$93.5K 0.13% 72
2025
Q1
$1.8M Buy
3,842
+542
+16% +$275K 0.13% 70
2024
Q4
$1.69M Sell
3,300
-1,451
-31% -$734K 0.12% 70
2024
Q3
$2.32M Sell
4,751
-1,001
-17% -$474K 0.18% 48
2024
Q2
$2.76M Hold
5,752
0.23% 45
2024
Q1
$2.55M Buy
5,752
+496
+9% +$213K 0.2% 51
2023
Q4
$2.15M Hold
5,256
0.22% 48
2023
Q3
$1.88M Buy
5,256
+768
+17% +$285K 0.21% 46
2023
Q2
$1.66M Hold
4,488
0.18% 45
2023
Q1
$1.44M Sell
4,488
-43
-0.9% -$12.7K 0.17% 51
2022
Q4
$1.21M Buy
4,531
+257
+6% +$71.1K 0.14% 60
2022
Q3
$1.14M Sell
4,274
-105
-2% -$31.7K 0.15% 68
2022
Q2
$1.23M Buy
4,379
+3,000
+218% +$931K 0.14% 66
2022
Q1
$500K Sell
1,379
-1,769
-56% -$628K 0.05% 136
2021
Q4
$1.25M Hold
3,148
0.15% 75
2021
Q3
$1.13M Hold
3,148
0.09% 86
2021
Q2
$1.12M Buy
3,148
+64
+2% +$21.5K 0.09% 86
2021
Q1
$984K Buy
3,084
+353
+13% +$113K 0.08% 99
2020
Q4
$857K Sell
2,731
-20
-0.7% -$5.87K 0.07% 92
2020
Q3
$764K Sell
2,751
-1,282
-32% -$348K 0.07% 94
2020
Q2
$999K Buy
4,033
+2,060
+104% +$462K 0.13% 75
2020
Q1
$376K Sell
1,973
-414
-17% -$87.6K 0.06% 99
2019
Q4
$508K Hold
2,387
0.06% 111
2019
Q3
$451K Hold
2,387
0.07% 76
2019
Q2
$446K Hold
2,387
0.07% 74
2019
Q1
$429K Hold
2,387
0.06% 94
2018
Q4
$368K Buy
+2,387
New +$399K 0.05% 104
2018
Q1
Sell
-1,923
Closed -$300K 102
2017
Q4
$300K Sell
1,923
-35
-2% -$5.34K 0.06% 58
2017
Q3
$285K Sell
1,958
-300
-13% -$43K 0.06% 47
2017
Q2
$311K Buy
+2,258
New +$310K 0.07% 50

Other funds holding QQQ

BBR Partners's QQQ Position: Q1 2026 in Review

BBR Partners increased its Invesco QQQ Trust (QQQ) stake by 31% in Q1 2026, buying an estimated $767K and bringing the position to 5,341 shares worth $3.08M. The position accounts for 0.17% of the portfolio, ranked #52.

BBR Partners first reported a position in QQQ in Q2 2017 and has held it in 33 quarters since. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • BBR Partners held 5,341 shares of Invesco QQQ Trust worth $3.08M as of Q1 2026.
  • BBR Partners bought 1,262 Invesco QQQ Trust shares in Q1 2026, an estimated $767K.
  • Invesco QQQ Trust made up 0.17% of BBR Partners's portfolio in Q1 2026, its #52 holding.
  • BBR Partners first reported a position in Invesco QQQ Trust in Q2 2017 and has held it in 33 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.