Interchange Capital Partners’s Invesco QQQ Trust QQQ Stock Holding History

Interchange Capital 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 Q1	$288K	Hold	592	–	–	0.09%	202
2025 Q4	$364K	Hold	592	–	–	0.07%	257
2025 Q3	$355K	Hold	592	–	–	0.07%	231
2025 Q2	$327K	Hold	592	–	–	0.08%	206
2025 Q1	$278K	Buy	592 +6	+1%	+$3.05K	0.08%	211
2024 Q4	$299K	Buy	586 +4	+0.7%	+$2.02K	0.11%	187
2024 Q3	$284K	Sell	582 -3	-0.5%	-$1.42K	0.1%	206
2024 Q2	$280K	Buy	585 +104	+22%	+$46.8K	0.1%	199
2024 Q1	$214K	Buy	+481	New	+$206K	0.14%	152
2022 Q1	–	Sell	-575	Closed	-$228K	–	171
2021 Q4	$228K	Buy	+575	New	+$222K	0.23%	135
2021 Q1	–	Sell	-217	Closed	-$68K	–	895
2020 Q4	$68K	Buy	+217	New	+$63.7K	0.04%	358

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Interchange Capital Partners's QQQ Position: Q1 2026 in Review

Interchange Capital Partners held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 592 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #202.

Interchange Capital Partners first reported a position in QQQ in Q4 2020 and has held it in 11 quarters since. The position peaked at $364K in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Interchange Capital Partners held 592 shares of Invesco QQQ Trust worth $288K as of Q1 2026.
Interchange Capital Partners left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.09% of Interchange Capital Partners's portfolio in Q1 2026, its #202 holding.
Interchange Capital Partners first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 11 quarters since.
Interchange Capital Partners's Invesco QQQ Trust position peaked at $364K in Q4 2025.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.