Clark Wealth Partners
QQQ icon

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

Clark 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
Q3 		$566K Buy
765
+15
+2% +$10.7K 0.29% 47
2026
Q2 		$553K Hold
750
– – 0.31% 45
2026
Q1 		$433K Buy
750
+5
+0.7% +$3.04K 0.29% 42
2025
Q4 		$458K Hold
745
– – 0.28% 45
2025
Q3 		$458K Buy
745
+3
+0.4% +$1.72K 0.28% 45
2025
Q2 		$409K Buy
742
+1
+0.1% +$497 0.28% 39
2025
Q1 		$348K Hold
741
– – 0.26% 39
2024
Q4 		$379K Buy
+741
New +$375K 0.29% 38

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Clark Wealth Partners's QQQ Position: Q3 2026 in Review

Clark Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 2% in Q3 2026, buying an estimated $10.7K and bringing the position to 765 shares worth $566K. The position accounts for 0.29% of the portfolio, ranked #47.

Clark Wealth Partners first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Clark Wealth Partners held 765 shares of Invesco QQQ Trust worth $566K as of Q3 2026.
  • Clark Wealth Partners bought 15 Invesco QQQ Trust shares in Q3 2026, an estimated $10.7K.
  • Invesco QQQ Trust made up 0.29% of Clark Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • Clark Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.