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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Founders Grove Wealth Partners's QQQ Position: Q1 2026 in Review

Founders Grove Wealth Partners held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 695 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #113.

Founders Grove Wealth Partners first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $427K in Q4 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Founders Grove Wealth Partners held 695 shares of Invesco QQQ Trust worth $401K as of Q1 2026.
  • Founders Grove Wealth Partners left its Invesco QQQ Trust share count unchanged in Q1 2026.
  • Invesco QQQ Trust made up 0.09% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #113 holding.
  • Founders Grove Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
  • Founders Grove Wealth Partners's Invesco QQQ Trust position peaked at $427K in Q4 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.