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Madison Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Madison 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
Q2 		$14.2M Buy
19,272
+1,064
+6% +$732K 1.81% 14
2026
Q1 		$10.5M Sell
18,208
-795
-4% -$483K 1.68% 14
2025
Q4 		$11.7M Buy
19,003
+1,094
+6% +$671K 2.13% 11
2025
Q3 		$10.8M Buy
17,909
+166
+0.9% +$95.1K 2.13% 11
2025
Q2 		$9.79M Buy
17,743
+281
+2% +$140K 2.14% 11
2025
Q1 		$8.19M Sell
17,462
-174
-1% -$88.4K 2.02% 12
2024
Q4 		$9.02M Sell
17,636
-1,193
-6% -$603K 2.52% 9
2024
Q3 		$9.19M Buy
18,829
+3,990
+27% +$1.89M 2.72% 9
2024
Q2 		$7.11M Buy
14,839
+1,303
+10% +$586K 2.44% 10
2024
Q1 		$6.01M Sell
13,536
-113
-0.8% -$48.4K 2.17% 11
2023
Q4 		$5.59M Buy
13,649
+830
+6% +$315K 2.22% 12
2023
Q3 		$4.59M Buy
12,819
+552
+4% +$205K 2.32% 10
2023
Q2 		$4.53M Buy
12,267
+48
+0.4% +$16.2K 2.12% 11
2023
Q1 		$3.92M Buy
12,219
+208
+2% +$61.4K 1.98% 11
2022
Q4 		$3.2M Buy
12,011
+231
+2% +$63.9K 1.87% 11
2022
Q3 		$3.15M Buy
11,780
+7
+0.1% +$2.11K 2.06% 11
2022
Q2 		$3.3M Buy
11,773
+262
+2% +$81.3K 2.1% 11
2022
Q1 		$4.17M Sell
11,511
-66
-0.6% -$23.4K 2.33% 12
2021
Q4 		$4.61M Buy
11,577
+437
+4% +$169K 2.32% 12
2021
Q3 		$3.99M Buy
11,140
+51
+0.5% +$18.8K 2.25% 12
2021
Q2 		$3.93M Buy
11,089
+243
+2% +$81.7K 2.25% 11
2021
Q1 		$3.4M Sell
10,846
-54
-0.5% -$17.3K 2.39% 11
2020
Q4 		$3.42M Buy
+10,900
New +$3.2M 2.29% 12

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

Madison Wealth Partners's QQQ Position: Q2 2026 in Review

Madison Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 5.8% in Q2 2026, buying an estimated $732K and bringing the position to 19,272 shares worth $14.2M. The position accounts for 1.81% of the portfolio, ranked #14.

Madison Wealth Partners first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 4,016 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Madison Wealth Partners held 19,272 shares of Invesco QQQ Trust worth $14.2M as of Q2 2026.
  • Madison Wealth Partners bought 1,064 Invesco QQQ Trust shares in Q2 2026, an estimated $732K.
  • Invesco QQQ Trust made up 1.81% of Madison Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Madison Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 4,016 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.