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Guardian Partners’s Invesco QQQ Trust QQQ Stock Holding History

Guardian 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 		$527K Buy
715
+239
+50% +$164K 0.05% 146
2026
Q1 		$275K Sell
476
-8,449
-95% -$5.13M 0.02% 173
2025
Q4 		$5.39M Buy
8,925
+8,400
+1,600% +$5.15M 0.43% 58
2025
Q3 		$317K Sell
525
-75
-13% -$42.9K 0.03% 154
2025
Q2 		$334K Hold
600
– – 0.03% 153
2025
Q1 		$273K Sell
600
-100
-14% -$50.8K 0.03% 151
2024
Q4 		$361K Buy
+700
New +$354K 0.04% 134

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

Guardian Partners's QQQ Position: Q2 2026 in Review

Guardian Partners increased its Invesco QQQ Trust (QQQ) stake by 50% in Q2 2026, buying an estimated $164K and bringing the position to 715 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #146.

Guardian Partners first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.39M in Q4 2025. 4,008 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Guardian Partners held 715 shares of Invesco QQQ Trust worth $527K as of Q2 2026.
  • Guardian Partners bought 239 Invesco QQQ Trust shares in Q2 2026, an estimated $164K.
  • Invesco QQQ Trust made up 0.05% of Guardian Partners's portfolio in Q2 2026, its #146 holding.
  • Guardian Partners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Invesco QQQ Trust position peaked at $5.39M in Q4 2025.
  • 4,008 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.