Fort Point Capital Partners’s Invesco QQQ Trust QQQ Stock Holding History

Fort Point Capital 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 Q1	$6.41M	Hold	11,100	–	–	0.78%	29
2025 Q4	$6.82M	Hold	11,100	–	–	0.77%	30
2025 Q3	$6.66M	Hold	11,100	–	–	0.78%	32
2025 Q2	$6.31M	Buy	+11,100	New	+$5.52M	0.45%	40
2023 Q1	–	Sell	-200	Closed	-$53.3K	–	291
2022 Q4	$53.3K	Buy	+200	New	+$55.3K	0.01%	264

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fort Point Capital Partners's QQQ Position: Q1 2026 in Review

Fort Point Capital Partners increased its Invesco QQQ Trust (QQQ) stake by 0.21% in Q1 2026, buying an estimated $5.47K and bringing the position to 4,207 shares worth $2.43M. The position accounts for 0.29% of the portfolio, ranked #56.

Fort Point Capital Partners first reported a position in QQQ in Q1 2015 and has held it in 43 quarters since. The position peaked at $4.99M in Q1 2020. 3,828 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Fort Point Capital Partners held 4,207 shares of Invesco QQQ Trust worth $2.43M as of Q1 2026.
Fort Point Capital Partners bought 9 Invesco QQQ Trust shares in Q1 2026, an estimated $5.47K.
Invesco QQQ Trust made up 0.29% of Fort Point Capital Partners's portfolio in Q1 2026, its #56 holding.
Fort Point Capital Partners first reported a position in Invesco QQQ Trust in Q1 2015 and has held it in 43 quarters since.
Fort Point Capital Partners's Invesco QQQ Trust position peaked at $4.99M in Q1 2020.
3,828 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.