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

ORG 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	$194K	Buy	264 +2	+0.8%	+$1.38K	0.03%	248
2026 Q1	$151K	Sell	262 -100	-28%	-$60.8K	0.03%	254
2025 Q4	$222K	Buy	362 +3	+0.8%	+$1.84K	0.05%	188
2025 Q3	$216K	Sell	359 -145	-29%	-$83K	0.05%	195
2025 Q2	$276K	Buy	504 +205	+69%	+$102K	0.07%	154
2025 Q1	$141K	Sell	299 -62	-17%	-$31.5K	0.04%	217
2024 Q4	$185K	Sell	361 -9	-2%	-$4.55K	0.06%	131
2024 Q3	$181K	Buy	+370	New	+$175K	0.06%	130

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

ORG Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 0.76% in Q2 2026, buying an estimated $1.38K and bringing the position to 264 shares worth $194K. The position accounts for 0.03% of the portfolio, ranked #248.

ORG Wealth Partners first reported a position in QQQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $276K in Q2 2025. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

ORG Wealth Partners held 264 shares of Invesco QQQ Trust worth $194K as of Q2 2026.
ORG Wealth Partners bought 2 Invesco QQQ Trust shares in Q2 2026, an estimated $1.38K.
Invesco QQQ Trust made up 0.03% of ORG Wealth Partners's portfolio in Q2 2026, its #248 holding.
ORG Wealth Partners first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Invesco QQQ Trust position peaked at $276K in Q2 2025.
3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.