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

Corepath 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
Q2 		$6.44M Buy
9,048
+123
+1% +$84.6K 4.02% 8
2026
Q1 		$5.41M Buy
8,925
+202
+2% +$123K 3.65% 10
2025
Q4 		$5.47M Buy
8,723
+1,436
+20% +$881K 3.67% 11
2025
Q3 		$4.43M Buy
7,287
+5,782
+384% +$3.31M 3.21% 11
2025
Q2 		$837K Buy
1,505
+693
+85% +$345K 0.71% 17
2025
Q1 		$361K Buy
+812
New +$413K 0.34% 21

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM

Corepath Wealth Partners's QQQ Position: Q2 2026 in Review

Corepath Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 1.4% in Q2 2026, buying an estimated $84.6K and bringing the position to 9,048 shares worth $6.44M. The position accounts for 4.02% of the portfolio, ranked #8.

Corepath Wealth Partners first reported a position in QQQ in Q1 2025 and has held it in 6 quarters since. 1,153 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Corepath Wealth Partners held 9,048 shares of Invesco QQQ Trust worth $6.44M as of Q2 2026.
  • Corepath Wealth Partners bought 123 Invesco QQQ Trust shares in Q2 2026, an estimated $84.6K.
  • Invesco QQQ Trust made up 4.02% of Corepath Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Corepath Wealth Partners first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.