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Global Retirement Partners’s Invesco QQQ Trust QQQ Stock Holding History

Global Retirement 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
2021
Q2 		– Sell
-9,000
Closed -$25K – 1926
2021
Q1 		$25K Buy
+9,000
New +$2.88M ﹤0.01% 1038
2019
Q1 		– Sell
-100
Closed -$3K – 1555
2018
Q4 		$3K Buy
+100
New +$16.7K ﹤0.01% 1284

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's QQQ Position: Q4 2025 in Review

Global Retirement Partners sold out of Invesco QQQ Trust (QQQ) in Q4 2025, closing a stake of 152,941 shares — an estimated $91.8M sold.

Global Retirement Partners first reported a position in QQQ in Q4 2016 and held it in 34 quarters. The position peaked at $91.8M in Q3 2025. 3,851 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • Global Retirement Partners reported no remaining Invesco QQQ Trust position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 152,941 Invesco QQQ Trust shares in Q4 2025, an estimated $91.8M.
  • Global Retirement Partners first reported a position in Invesco QQQ Trust in Q4 2016 and held it in 34 quarters.
  • Global Retirement Partners's Invesco QQQ Trust position peaked at $91.8M in Q3 2025.
  • 3,851 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.