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ORG Partners’s Invesco QQQ Trust QQQ Stock Holding History

ORG 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
2025
Q4 		$717K Buy
1,167
+74
+7% +$45.4K 0.13% 153
2025
Q3 		$666K Buy
1,093
+28
+3% +$16K 0.12% 163
2025
Q2 		$583K Sell
1,065
-341
-24% -$170K 0.12% 149
2025
Q1 		$665K Sell
1,406
-225
-14% -$114K 0.16% 117
2024
Q4 		$834K Buy
1,631
+146
+10% +$73.8K 0.11% 130
2024
Q3 		$725K Sell
1,485
-106
-7% -$50.2K 0.12% 128
2024
Q2 		$767K Buy
+1,591
New +$716K 0.1% 180
2024
Q1 		– Sell
-3,614
Closed -$1.48M – 952
2023
Q4 		$1.48M Buy
3,614
+1,158
+47% +$440K 0.25% 84
2023
Q3 		$880K Buy
+2,456
New +$911K 0.26% 98

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ORG Partners's QQQ Position: Q4 2025 in Review

ORG Partners increased its Invesco QQQ Trust (QQQ) stake by 6.8% in Q4 2025, buying an estimated $45.4K and bringing the position to 1,167 shares worth $717K. The position accounts for 0.13% of the portfolio, ranked #153.

ORG Partners first reported a position in QQQ in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.48M in Q4 2023. 3,851 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • ORG Partners held 1,167 shares of Invesco QQQ Trust worth $717K as of Q4 2025.
  • ORG Partners bought 74 Invesco QQQ Trust shares in Q4 2025, an estimated $45.4K.
  • Invesco QQQ Trust made up 0.13% of ORG Partners's portfolio in Q4 2025, its #153 holding.
  • ORG Partners first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 9 quarters since.
  • ORG Partners's Invesco QQQ Trust position peaked at $1.48M in Q4 2023.
  • 3,851 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.