Financial Partners Group (Tennessee)’s Invesco QQQ Trust QQQ Stock Holding History

Financial Partners Group (Tennessee)’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	$2.22M	Buy	4,023 +381	+10%	+$189K	0.8%	30
2025 Q1	$1.71M	Buy	3,642 +1,650	+83%	+$838K	0.74%	32
2024 Q4	$1.02M	Sell	1,992 -128	-6%	-$64.7K	0.42%	55
2024 Q3	$1.03M	Sell	2,120 -345	-14%	-$163K	0.39%	58
2024 Q2	$1.18M	Hold	2,465	–	–	0.46%	51
2024 Q1	$1.09M	Buy	2,465 +251	+11%	+$108K	0.42%	58
2023 Q4	$907K	Sell	2,214 -77	-3%	-$29.2K	0.41%	52
2023 Q3	$821K	Sell	2,291 -203	-8%	-$75.3K	0.39%	50
2023 Q2	$921K	Buy	2,494 +22	+0.9%	+$7.41K	0.46%	46
2023 Q1	$793K	Sell	2,472 -58	-2%	-$17.1K	0.42%	50
2022 Q4	$674K	Buy	+2,530	New	+$700K	0.4%	49

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

Financial Partners Group (Tennessee)'s QQQ Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Invesco QQQ Trust (QQQ) stake by 10% in Q2 2025, buying an estimated $189K and bringing the position to 4,023 shares worth $2.22M. The position accounts for 0.8% of the portfolio, ranked #30.

Financial Partners Group (Tennessee) first reported a position in QQQ in Q4 2022 and has held it in 11 quarters since. 3,483 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

Financial Partners Group (Tennessee) held 4,023 shares of Invesco QQQ Trust worth $2.22M as of Q2 2025.
Financial Partners Group (Tennessee) bought 381 Invesco QQQ Trust shares in Q2 2025, an estimated $189K.
Invesco QQQ Trust made up 0.8% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #30 holding.
Financial Partners Group (Tennessee) first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 11 quarters since.
3,483 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.