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Investment Partners’s Invesco QQQ Trust QQQ Stock Holding History

Investment 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 		$2.52M Buy
3,421
+54
+2% +$37.2K 0.79% 32
2026
Q1 		$1.94M Sell
3,367
-179
-5% -$109K 0.69% 40
2025
Q4 		$2.18M Buy
3,546
+796
+29% +$488K 0.76% 33
2025
Q3 		$1.65M Buy
2,750
+1
+0% +$573 0.58% 53
2025
Q2 		$1.52M Buy
2,749
+122
+5% +$60.7K 0.57% 51
2025
Q1 		$1.23M Buy
2,627
+373
+17% +$190K 0.51% 54
2024
Q4 		$1.15M Buy
2,254
+80
+4% +$40.5K 0.47% 56
2024
Q3 		$1.06M Buy
2,174
+562
+35% +$266K 0.44% 58
2024
Q2 		$772K Sell
1,612
-72
-4% -$32.4K 0.35% 71
2024
Q1 		$748K Sell
1,684
-10
-0.6% -$4.29K 0.34% 75
2023
Q4 		$694K Buy
1,694
+9
+0.5% +$3.42K 0.34% 75
2023
Q3 		$604K Buy
1,685
+1
+0.1% +$371 0.32% 80
2023
Q2 		$622K Sell
1,684
-95
-5% -$32K 0.32% 78
2023
Q1 		$571K Hold
1,779
– – 0.3% 85
2022
Q4 		$474K Sell
1,779
-2,555
-59% -$707K 0.25% 91
2022
Q3 		$1.16M Buy
+4,334
New +$1.31M 0.34% 77
2022
Q1 		– Sell
-1,181
Closed -$470K – 169
2021
Q4 		$470K Buy
1,181
+246
+26% +$95K 0.19% 94
2021
Q3 		$335K Buy
+935
New +$344K 0.15% 116
2017
Q3 		– Sell
-1,759
Closed -$242K – 126
2017
Q2 		$242K Buy
1,759
+3
+0.2% +$413 0.22% 102
2017
Q1 		$232K Hold
1,756
– – 0.22% 102
2016
Q4 		$208K Sell
1,756
-3,822
-69% -$451K 0.2% 103
2016
Q3 		$662K Buy
+5,578
New +$644K 0.37% 78
2016
Q2 		– Sell
-5,952
Closed -$666K – 150
2016
Q1 		$666K Buy
+5,952
New +$618K 0.43% 71

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

Investment Partners's QQQ Position: Q2 2026 in Review

Investment Partners increased its Invesco QQQ Trust (QQQ) stake by 1.6% in Q2 2026, buying an estimated $37.2K and bringing the position to 3,421 shares worth $2.52M. The position accounts for 0.79% of the portfolio, ranked #32.

Investment Partners first reported a position in QQQ in Q1 2016 and has held it in 23 quarters since. 4,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Investment Partners held 3,421 shares of Invesco QQQ Trust worth $2.52M as of Q2 2026.
  • Investment Partners bought 54 Invesco QQQ Trust shares in Q2 2026, an estimated $37.2K.
  • Invesco QQQ Trust made up 0.79% of Investment Partners's portfolio in Q2 2026, its #32 holding.
  • Investment Partners first reported a position in Invesco QQQ Trust in Q1 2016 and has held it in 23 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.