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Investment Research Partners’s Invesco QQQ Trust QQQ Stock Holding History

Investment Research 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 		$915K Buy
1,242
+115
+10% +$79.1K 0.31% 77
2026
Q1 		$650K Buy
1,127
+100
+10% +$60.8K 0.26% 94
2025
Q4 		$631K Hold
1,027
– – 0.27% 90
2025
Q3 		$653K Buy
+1,027
New +$588K 0.29% 83

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Investment Research Partners's QQQ Position: Q2 2026 in Review

Investment Research Partners increased its Invesco QQQ Trust (QQQ) stake by 10% in Q2 2026, buying an estimated $79.1K and bringing the position to 1,242 shares worth $915K. The position accounts for 0.31% of the portfolio, ranked #77.

Investment Research Partners first reported a position in QQQ in Q3 2025 and has held it in 4 quarters since. 3,322 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Investment Research Partners held 1,242 shares of Invesco QQQ Trust worth $915K as of Q2 2026.
  • Investment Research Partners bought 115 Invesco QQQ Trust shares in Q2 2026, an estimated $79.1K.
  • Invesco QQQ Trust made up 0.31% of Investment Research Partners's portfolio in Q2 2026, its #77 holding.
  • Investment Research Partners first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 4 quarters since.
  • 3,322 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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