Impact Partnership Wealth
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Impact Partnership Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Impact Partnership Wealth’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
Q3 		$57.5M Buy
77,793
+2,081
+3% +$1.49M 5.06% 3
2026
Q2 		$55.8M Sell
75,712
-38,880
-34% -$26.8M 5.42% 2
2026
Q1 		$66.1M Buy
114,592
+43,317
+61% +$26.3M 8.17% 2
2025
Q4 		$43.8M Buy
71,275
+3,782
+6% +$2.32M 5.62% 2
2025
Q3 		$40.5M Sell
67,493
-20,133
-23% -$11.5M 6.03% 3
2025
Q2 		$48.3M Buy
87,626
+1,375
+2% +$684K 8.91% 1
2025
Q1 		$40.4M Buy
86,251
+17,180
+25% +$8.73M 8.64% 2
2024
Q4 		$35.3M Buy
69,071
+20,360
+42% +$10.3M 7.13% 2
2024
Q3 		$23.8M Buy
48,711
+5,518
+13% +$2.61M 5.36% 3
2024
Q2 		$20.7M Buy
43,193
+5,490
+15% +$2.47M 5.44% 2
2024
Q1 		$16.7M Sell
37,703
-3,713
-9% -$1.59M 6.63% 3
2023
Q4 		$17M Buy
41,416
+20,261
+96% +$7.69M 6.2% 2
2023
Q3 		$7.58M Buy
21,155
+13,531
+177% +$5.02M 2.36% 9
2023
Q2 		$2.82M Buy
+7,624
New +$2.57M 0.98% 11

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Impact Partnership Wealth's QQQ Position: Q3 2026 in Review

Impact Partnership Wealth increased its Invesco QQQ Trust (QQQ) stake by 2.7% in Q3 2026, buying an estimated $1.49M and bringing the position to 77,793 shares worth $57.5M. The position accounts for 5.06% of the portfolio, ranked #3.

Impact Partnership Wealth first reported a position in QQQ in Q2 2023 and has held it in 14 quarters since. The position peaked at $66.1M in Q1 2026. 3,314 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Impact Partnership Wealth held 77,793 shares of Invesco QQQ Trust worth $57.5M as of Q3 2026.
  • Impact Partnership Wealth bought 2,081 Invesco QQQ Trust shares in Q3 2026, an estimated $1.49M.
  • Invesco QQQ Trust made up 5.06% of Impact Partnership Wealth's portfolio in Q3 2026, its #3 holding.
  • Impact Partnership Wealth first reported a position in Invesco QQQ Trust in Q2 2023 and has held it in 14 quarters since.
  • Impact Partnership Wealth's Invesco QQQ Trust position peaked at $66.1M in Q1 2026.
  • 3,314 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.