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EnRich Financial Partners’s Invesco QQQ Trust QQQ Stock Holding History

EnRich Financial 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 		$366K Hold
497
– – 0.09% 49
2026
Q1 		$287K Hold
497
– – 0.08% 55
2025
Q4 		$305K Sell
497
-18
-3% -$11K 0.08% 52
2025
Q3 		$309K Hold
515
– – 0.09% 50
2025
Q2 		$284K Sell
515
-1
-0.2% -$497 0.09% 51
2025
Q1 		$242K Hold
516
– – 0.08% 52
2024
Q4 		$264K Buy
516
+371
+256% +$188K 0.09% 47
2024
Q3 		$70.8K Hold
145
– – 0.02% 94
2024
Q2 		$69.5K Hold
145
– – 0.03% 89
2024
Q1 		$64.4K Buy
+145
New +$62.2K 0.02% 84

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EnRich Financial Partners's QQQ Position: Q2 2026 in Review

EnRich Financial Partners held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 497 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #49.

EnRich Financial Partners first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • EnRich Financial Partners held 497 shares of Invesco QQQ Trust worth $366K as of Q2 2026.
  • EnRich Financial Partners left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.09% of EnRich Financial Partners's portfolio in Q2 2026, its #49 holding.
  • EnRich Financial Partners first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
  • 3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.