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

Burling 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
Q1 		$630K Buy
1,092
+120
+12% +$72.9K 0.1% 113
2025
Q4 		$597K Buy
972
+203
+26% +$125K 0.09% 122
2025
Q3 		$462K Hold
769
– – 0.08% 129
2025
Q2 		$424K Buy
769
+265
+53% +$132K 0.08% 135
2025
Q1 		$236K Hold
504
– – 0.05% 156
2024
Q4 		$258K Buy
+504
New +$255K 0.05% 150

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burling Wealth Partners's QQQ Position: Q1 2026 in Review

Burling Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 12% in Q1 2026, buying an estimated $72.9K and bringing the position to 1,092 shares worth $630K. The position accounts for 0.1% of the portfolio, ranked #113.

Burling Wealth Partners first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Burling Wealth Partners held 1,092 shares of Invesco QQQ Trust worth $630K as of Q1 2026.
  • Burling Wealth Partners bought 120 Invesco QQQ Trust shares in Q1 2026, an estimated $72.9K.
  • Invesco QQQ Trust made up 0.1% of Burling Wealth Partners's portfolio in Q1 2026, its #113 holding.
  • Burling Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.