Liberty Square Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Liberty Square Wealth 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	$12.5M	Buy	21,586 +3,052	+16%	+$1.85M	3.48%	8
2025 Q4	$11.4M	Buy	18,534 +2,988	+19%	+$1.83M	3.25%	8
2025 Q3	$9.33M	Buy	15,546 +1,162	+8%	+$665K	2.88%	8
2025 Q2	$7.93M	Buy	14,384 +1,402	+11%	+$697K	2.74%	7
2025 Q1	$6.09M	Buy	12,982 +755	+6%	+$384K	2.32%	7
2024 Q4	$6.58M	Buy	+12,227	New	+$6.18M	2.4%	7

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

Liberty Square Wealth Partners's QQQ Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 16% in Q1 2026, buying an estimated $1.85M and bringing the position to 21,586 shares worth $12.5M. The position accounts for 3.48% of the portfolio, ranked #8.

Liberty Square Wealth Partners first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Liberty Square Wealth Partners held 21,586 shares of Invesco QQQ Trust worth $12.5M as of Q1 2026.
Liberty Square Wealth Partners bought 3,052 Invesco QQQ Trust shares in Q1 2026, an estimated $1.85M.
Invesco QQQ Trust made up 3.48% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #8 holding.
Liberty Square Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.