DDD Partners’s Invesco QQQ Trust QQQ Stock Holding History

DDD 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	$390K	Sell	530 -3	-0.6%	-$2.06K	0.02%	132
2026 Q1	$308K	Sell	533 -593	-53%	-$360K	0.02%	113
2025 Q4	$692K	Hold	1,126	–	–	0.04%	83
2025 Q3	$676K	Buy	1,126 +9	+0.8%	+$5.15K	0.04%	84
2025 Q2	$616K	Hold	1,117	–	–	0.07%	73
2025 Q1	$524K	Sell	1,117 -402	-26%	-$204K	0.06%	73
2024 Q4	$777K	Buy	1,519 +544	+56%	+$275K	0.1%	58
2024 Q3	$476K	Buy	975 +305	+46%	+$144K	0.05%	73
2024 Q2	$321K	Hold	670	–	–	0.04%	82
2024 Q1	$297K	Hold	670	–	–	0.04%	81
2023 Q4	$274K	Hold	670	–	–	0.04%	77
2023 Q3	$248K	Sell	670 -833	-55%	-$309K	0.04%	82
2023 Q2	$555K	Hold	1,503	–	–	0.08%	62
2023 Q1	$482K	Hold	1,503	–	–	0.08%	56
2022 Q4	$400K	Hold	1,503	–	–	0.06%	55
2022 Q3	$402K	Hold	1,503	–	–	0.07%	62
2022 Q2	$421K	Hold	1,503	–	–	0.07%	59
2022 Q1	$545K	Buy	+1,503	New	+$534K	0.07%	52

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DDD Partners's QQQ Position: Q2 2026 in Review

DDD Partners reduced its Invesco QQQ Trust (QQQ) stake by 0.56% in Q2 2026, selling an estimated $2.06K and leaving 530 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #132.

DDD Partners first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $777K in Q4 2024. 4,015 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

DDD Partners held 530 shares of Invesco QQQ Trust worth $390K as of Q2 2026.
DDD Partners sold 3 Invesco QQQ Trust shares in Q2 2026, an estimated $2.06K.
Invesco QQQ Trust made up 0.02% of DDD Partners's portfolio in Q2 2026, its #132 holding.
DDD Partners first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
DDD Partners's Invesco QQQ Trust position peaked at $777K in Q4 2024.
4,015 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.