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

FourThought 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 		$7.99M Sell
10,856
-102
-0.9% -$70.2K 0.62% 45
2026
Q1 		$6.32M Sell
10,958
-193
-2% -$117K 0.55% 50
2025
Q4 		$6.85M Sell
11,151
-456
-4% -$280K 0.58% 46
2025
Q3 		$6.97M Buy
11,607
+508
+5% +$291K 0.61% 45
2025
Q2 		$6.12M Sell
11,099
-104
-0.9% -$51.7K 0.6% 50
2025
Q1 		$5.25M Sell
11,203
-102
-0.9% -$51.8K 0.55% 51
2024
Q4 		$5.78M Buy
11,305
+234
+2% +$118K 0.6% 47
2024
Q3 		$5.4M Sell
11,071
-112
-1% -$53K 0.64% 54
2024
Q2 		$5.36M Buy
11,183
+282
+3% +$127K 0.69% 48
2024
Q1 		$4.84M Buy
10,901
+685
+7% +$294K 0.55% 55
2023
Q4 		$4.18M Sell
10,216
-62
-0.6% -$23.5K 0.52% 54
2023
Q3 		$3.68M Sell
10,278
-113
-1% -$41.9K 0.51% 56
2023
Q2 		$3.84M Sell
10,391
-1,356
-12% -$457K 0.5% 59
2023
Q1 		$3.77M Sell
11,747
-1,159
-9% -$342K 0.52% 57
2022
Q4 		$3.44M Buy
+12,906
New +$3.57M 0.5% 53

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

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

FourThought Financial Partners reduced its Invesco QQQ Trust (QQQ) stake by 0.93% in Q2 2026, selling an estimated $70.2K and leaving 10,856 shares worth $7.99M. The position accounts for 0.62% of the portfolio, ranked #45.

FourThought Financial Partners first reported a position in QQQ in Q4 2022 and has held it in 15 quarters since. 4,006 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • FourThought Financial Partners held 10,856 shares of Invesco QQQ Trust worth $7.99M as of Q2 2026.
  • FourThought Financial Partners sold 102 Invesco QQQ Trust shares in Q2 2026, an estimated $70.2K.
  • Invesco QQQ Trust made up 0.62% of FourThought Financial Partners's portfolio in Q2 2026, its #45 holding.
  • FourThought Financial Partners first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 15 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.