GRP
QQQ icon

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

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

Global Retirement Partners's QQQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 126,502 shares worth $93.2M. The stake represents 1.42% of the portfolio and ranks #6 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in QQQ as recently as Q3 2025.

Global Retirement Partners first reported a position in QQQ in Q4 2016 and has held it in 35 quarters since. 4,003 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Global Retirement Partners held 126,502 shares of Invesco QQQ Trust worth $93.2M as of Q2 2026.
  • Invesco QQQ Trust was a new Global Retirement Partners position in Q2 2026.
  • Invesco QQQ Trust made up 1.42% of Global Retirement Partners's portfolio in Q2 2026, its #6 holding.
  • Global Retirement Partners first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 35 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.