Blue Investment Partners’s Invesco QQQ Trust QQQ Stock Holding History

Blue 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
2025 Q2	$3.57M	Buy	6,464 +4,458	+222%	+$2.22M	1.25%	20
2025 Q1	$941K	Hold	2,006	–	–	0.35%	28
2024 Q4	$1.03M	Hold	2,006	–	–	0.38%	32
2024 Q3	$979K	Buy	2,006 +100	+5%	+$47.3K	0.4%	30
2024 Q2	$913K	Hold	1,906	–	–	0.41%	29
2024 Q1	$846K	Hold	1,906	–	–	0.44%	27
2023 Q4	$781K	Sell	1,906 -1	-0.1%	-$380	0.51%	22
2023 Q3	$683K	Hold	1,907	–	–	0.54%	18
2023 Q2	$704K	Buy	1,907 +52	+3%	+$17.5K	0.54%	18
2023 Q1	$595K	Hold	1,855	–	–	0.6%	17
2022 Q4	$494K	Buy	+1,855	New	+$513K	0.61%	17

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Blue Investment Partners's QQQ Position: Q2 2025 in Review

Blue Investment Partners increased its Invesco QQQ Trust (QQQ) stake by 222% in Q2 2025, buying an estimated $2.22M and bringing the position to 6,464 shares worth $3.57M. The position accounts for 1.25% of the portfolio, ranked #20.

Blue Investment Partners first reported a position in QQQ in Q4 2022 and has held it in 11 quarters since. 3,483 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

Blue Investment Partners held 6,464 shares of Invesco QQQ Trust worth $3.57M as of Q2 2025.
Blue Investment Partners bought 4,458 Invesco QQQ Trust shares in Q2 2025, an estimated $2.22M.
Invesco QQQ Trust made up 1.25% of Blue Investment Partners's portfolio in Q2 2025, its #20 holding.
Blue Investment Partners first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 11 quarters since.
3,483 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.