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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
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 $1.66T 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

Investment Partners's QQQ Position: Q1 2026 in Review

Investment Partners reduced its Invesco QQQ Trust (QQQ) stake by 5% in Q1 2026, selling an estimated $109K and leaving 3,367 shares worth $1.94M. The position accounts for 0.69% of the portfolio, ranked #40.

Investment Partners first reported a position in QQQ in Q1 2016 and has held it in 22 quarters since. The position peaked at $2.18M in Q4 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Investment Partners held 3,367 shares of Invesco QQQ Trust worth $1.94M as of Q1 2026.
  • Investment Partners sold 179 Invesco QQQ Trust shares in Q1 2026, an estimated $109K.
  • Invesco QQQ Trust made up 0.69% of Investment Partners's portfolio in Q1 2026, its #40 holding.
  • Investment Partners first reported a position in Invesco QQQ Trust in Q1 2016 and has held it in 22 quarters since.
  • Investment Partners's Invesco QQQ Trust position peaked at $2.18M in Q4 2025.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.