Clarity Capital Partners’s Invesco QQQ Trust QQQ Stock Holding History

Clarity Capital 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	$1.48M	Sell	2,687 -1,427	-35%	-$710K	0.53%	28
2025 Q1	$1.93M	Sell	4,114 -37	-0.9%	-$18.8K	0.78%	24
2024 Q4	$2.12M	Buy	4,151 +309	+8%	+$156K	1.1%	22
2024 Q3	$1.88M	Sell	3,842 -498	-11%	-$236K	1.11%	24
2024 Q2	$2.08M	Sell	4,340 -339	-7%	-$152K	1.27%	24
2024 Q1	$2.08M	Buy	4,679 +339	+8%	+$145K	1.37%	21
2023 Q4	$1.78M	Buy	+4,340	New	+$1.65M	1.25%	21

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

Clarity Capital Partners's QQQ Position: Q2 2025 in Review

Clarity Capital Partners reduced its Invesco QQQ Trust (QQQ) stake by 35% in Q2 2025, selling an estimated $710K and leaving 2,687 shares worth $1.48M. The position accounts for 0.53% of the portfolio, ranked #28.

Clarity Capital Partners first reported a position in QQQ in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.12M in Q4 2024. 3,483 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

Clarity Capital Partners held 2,687 shares of Invesco QQQ Trust worth $1.48M as of Q2 2025.
Clarity Capital Partners sold 1,427 Invesco QQQ Trust shares in Q2 2025, an estimated $710K.
Invesco QQQ Trust made up 0.53% of Clarity Capital Partners's portfolio in Q2 2025, its #28 holding.
Clarity Capital Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's Invesco QQQ Trust position peaked at $2.12M in Q4 2024.
3,483 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.