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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
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

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

Impact Partnership Wealth's QQQ Position: Q1 2026 in Review

Impact Partnership Wealth increased its Invesco QQQ Trust (QQQ) stake by 61% in Q1 2026, buying an estimated $26.3M and bringing the position to 114,592 shares worth $66.1M. The position accounts for 8.17% of the portfolio, ranked #2.

Impact Partnership Wealth first reported a position in QQQ in Q2 2023 and has held it in 12 quarters since. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Impact Partnership Wealth held 114,592 shares of Invesco QQQ Trust worth $66.1M as of Q1 2026.
  • Impact Partnership Wealth bought 43,317 Invesco QQQ Trust shares in Q1 2026, an estimated $26.3M.
  • Invesco QQQ Trust made up 8.17% of Impact Partnership Wealth's portfolio in Q1 2026, its #2 holding.
  • Impact Partnership Wealth first reported a position in Invesco QQQ Trust in Q2 2023 and has held it in 12 quarters since.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.