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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
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 $1.66T 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

FourThought Financial Partners's QQQ Position: Q1 2026 in Review

FourThought Financial Partners reduced its Invesco QQQ Trust (QQQ) stake by 1.7% in Q1 2026, selling an estimated $117K and leaving 10,958 shares worth $6.32M. The position accounts for 0.55% of the portfolio, ranked #50.

FourThought Financial Partners first reported a position in QQQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.97M in Q3 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • FourThought Financial Partners held 10,958 shares of Invesco QQQ Trust worth $6.32M as of Q1 2026.
  • FourThought Financial Partners sold 193 Invesco QQQ Trust shares in Q1 2026, an estimated $117K.
  • Invesco QQQ Trust made up 0.55% of FourThought Financial Partners's portfolio in Q1 2026, its #50 holding.
  • FourThought Financial Partners first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 14 quarters since.
  • FourThought Financial Partners's Invesco QQQ Trust position peaked at $6.97M in Q3 2025.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.