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

Jaffetilchin 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 		$42.3M Buy
73,275
+500
+0.7% +$304K 2.52% 8
2025
Q4 		$44.7M Buy
72,775
+1,331
+2% +$817K 2.61% 7
2025
Q3 		$42.9M Buy
71,444
+590
+0.8% +$338K 2.57% 7
2025
Q2 		$39.1M Buy
70,854
+4,117
+6% +$2.05M 2.56% 9
2025
Q1 		$31.3M Buy
66,737
+1,698
+3% +$863K 2.27% 9
2024
Q4 		$33.2M Buy
65,039
+357
+0.6% +$181K 2.41% 11
2024
Q3 		$31.6M Sell
64,682
-53
-0.1% -$25.1K 2.39% 10
2024
Q2 		$31M Buy
64,735
+6
+0% +$2.7K 2.65% 10
2024
Q1 		$28.7M Sell
64,729
-21,661
-25% -$9.29M 2.58% 10
2023
Q4 		$35.4M Sell
86,390
-2,086
-2% -$792K 3.45% 6
2023
Q3 		$31.7M Buy
88,476
+159
+0.2% +$59K 3.5% 6
2023
Q2 		$32.6M Buy
88,317
+1,289
+1% +$434K 3.44% 6
2023
Q1 		$27.9M Buy
87,028
+474
+0.5% +$140K 3.17% 6
2022
Q4 		$23M Sell
86,554
-10,504
-11% -$2.9M 2.81% 6
2022
Q3 		$25.9M Sell
97,058
-984
-1% -$297K 3.33% 7
2022
Q2 		$27.5M Sell
98,042
-2,361
-2% -$733K 3.25% 7
2022
Q1 		$29.2M Sell
100,403
-16,235
-14% -$5.77M 3.44% 6
2021
Q4 		$46.4M Buy
116,638
+3,801
+3% +$1.47M 4.39% 4
2021
Q3 		$40.4M Sell
112,837
-98,978
-47% -$36.5M 4.3% 4
2021
Q2 		$70.9M Buy
211,815
+111,658
+111% +$37.5M 4.89% 5
2021
Q1 		$32M Sell
100,157
-2,813
-3% -$899K 3.77% 6
2020
Q4 		$32.3M Buy
102,970
+8,078
+9% +$2.37M 4.58% 6
2020
Q3 		$26.4M Buy
+94,892
New +$25.7M 4.87% 5
2020
Q2 		– Sell
-83,164
Closed -$15.8M – 232
2020
Q1 		$15.8M Buy
83,164
+60,675
+270% +$12.8M 5.6% 6
2019
Q4 		$4.78M Buy
22,489
+170
+0.8% +$34K 1.03% 15
2019
Q3 		$4.21M Buy
22,319
+331
+2% +$62.7K 1.01% 15
2019
Q2 		$4.11M Buy
21,988
+1,873
+9% +$345K 0.96% 14
2019
Q1 		$3.61M Sell
20,115
-3,200
-14% -$543K 0.8% 17
2018
Q4 		$3.6M Buy
+23,315
New +$3.9M 0.9% 20
2018
Q3 		– Sell
-2,355
Closed -$404K – 327
2018
Q2 		$404K Buy
2,355
+4
+0.2% +$671 0.09% 193
2018
Q1 		$377K Buy
+2,351
New +$388K 0.08% 221
2017
Q4 		– Sell
-2,344
Closed -$341K – 283
2017
Q3 		$341K Buy
+2,344
New +$336K 0.08% 220
2017
Q2 		– Sell
-2,335
Closed -$309K – 281
2017
Q1 		$309K Sell
2,335
-625
-21% -$79.8K 0.08% 203
2016
Q4 		$351K Buy
2,960
+13
+0.4% +$1.53K 0.1% 164
2016
Q3 		$350K Sell
2,947
-21
-0.7% -$2.42K 0.11% 138
2016
Q2 		$319K Sell
2,968
-26,094
-90% -$2.82M 0.1% 172
2016
Q1 		$3.17M Buy
29,062
+424
+1% +$44K 1% 26
2015
Q4 		$3.2M Sell
28,638
-152
-0.5% -$17K 1.04% 21
2015
Q3 		$2.93M Sell
28,790
-44,926
-61% -$4.83M 1.09% 20
2015
Q2 		$7.89M Sell
73,716
-2,997
-4% -$326K 2.37% 8
2015
Q1 		$8.1M Sell
76,713
-76,543
-50% -$8.04M 2.45% 7
2014
Q4 		$15.8M Buy
153,256
+7,455
+5% +$754K 5.31% 4
2014
Q3 		$14.4M Buy
145,801
+8,749
+6% +$852K 5.28% 3
2014
Q2 		$12.9M Buy
137,052
+16,256
+13% +$1.45M 4.59% 4
2014
Q1 		$10.6M Buy
120,796
+96,634
+400% +$8.54M 4.14% 5
2013
Q4 		$2.13M Sell
24,162
-2,743
-10% -$229K 1.05% 21
2013
Q3 		$2.12M Buy
26,905
+99
+0.4% +$7.54K 1.24% 22
2013
Q2 		$1.91M Buy
+26,806
New +$1.91M 1.32% 19

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 $445B AUM 25.58% 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

Jaffetilchin Investment Partners's QQQ Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Invesco QQQ Trust (QQQ) stake by 0.69% in Q1 2026, buying an estimated $304K and bringing the position to 73,275 shares worth $42.3M. The position accounts for 2.52% of the portfolio, ranked #8.

Jaffetilchin Investment Partners first reported a position in QQQ in Q2 2013 and has held it in 48 quarters since. The position peaked at $70.9M in Q2 2021. 3,833 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Jaffetilchin Investment Partners held 73,275 shares of Invesco QQQ Trust worth $42.3M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 500 Invesco QQQ Trust shares in Q1 2026, an estimated $304K.
  • Invesco QQQ Trust made up 2.52% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #8 holding.
  • Jaffetilchin Investment Partners first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 48 quarters since.
  • Jaffetilchin Investment Partners's Invesco QQQ Trust position peaked at $70.9M in Q2 2021.
  • 3,833 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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