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Chicago Partners Investment Group’s Invesco QQQ Trust QQQ Stock Holding History

Chicago Partners Investment Group’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 		$900K Buy
1,300
+900
+225% +$619K 0.02% 709
2026
Q1 		$262K Buy
+400
New +$243K 0.01% 1211

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
AG
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
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

Chicago Partners Investment Group's QQQ Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Invesco QQQ Trust (QQQ) stake by 4.2% in Q2 2026, buying an estimated $1.19M and bringing the position to 42,826 shares worth $29.6M. The position accounts for 0.59% of the portfolio, ranked #30.

Chicago Partners Investment Group first reported a position in QQQ in Q4 2014 and has held it in 46 quarters since. 2,132 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Chicago Partners Investment Group held 42,826 shares of Invesco QQQ Trust worth $29.6M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,736 Invesco QQQ Trust shares in Q2 2026, an estimated $1.19M.
  • Invesco QQQ Trust made up 0.59% of Chicago Partners Investment Group's portfolio in Q2 2026, its #30 holding.
  • Chicago Partners Investment Group first reported a position in Invesco QQQ Trust in Q4 2014 and has held it in 46 quarters since.
  • 2,132 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.