Founders Grove Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Founders Grove 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	$445K	Sell	604 -91	-13%	-$62.6K	0.09%	120
2026 Q1	$401K	Hold	695	–	–	0.09%	113
2025 Q4	$427K	Hold	695	–	–	0.1%	107
2025 Q3	$417K	Hold	695	–	–	0.1%	107
2025 Q2	$383K	Buy	695 +166	+31%	+$82.6K	0.1%	104
2025 Q1	$248K	Hold	529	–	–	0.07%	105
2024 Q4	$270K	Buy	+529	New	+$268K	0.08%	103

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

Founders Grove Wealth Partners's QQQ Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its Invesco QQQ Trust (QQQ) stake by 13% in Q2 2026, selling an estimated $62.6K and leaving 604 shares worth $445K. The position accounts for 0.09% of the portfolio, ranked #120.

Founders Grove Wealth Partners first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Founders Grove Wealth Partners held 604 shares of Invesco QQQ Trust worth $445K as of Q2 2026.
Founders Grove Wealth Partners sold 91 Invesco QQQ Trust shares in Q2 2026, an estimated $62.6K.
Invesco QQQ Trust made up 0.09% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #120 holding.
Founders Grove Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.