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Oxinas Partners Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Oxinas Partners Wealth Management’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 		$8.95M Sell
12,148
-241
-2% -$166K 3.53% 5
2026
Q1 		$7.15M Buy
12,389
+826
+7% +$502K 3.27% 6
2025
Q4 		$7.1M Buy
11,563
+250
+2% +$153K 3.42% 6
2025
Q3 		$6.79M Sell
11,313
-1,351
-11% -$774K 3.64% 6
2025
Q2 		$6.99M Buy
12,664
+2,164
+21% +$1.08M 3.59% 5
2025
Q1 		$4.92M Sell
10,500
-229
-2% -$116K 2.91% 7
2024
Q4 		$5.49M Buy
10,729
+1,493
+16% +$755K 3.22% 6
2024
Q3 		$4.51M Sell
9,236
-921
-9% -$436K 2.76% 8
2024
Q2 		$4.87M Sell
10,157
-255
-2% -$115K 3.24% 5
2024
Q1 		$4.62M Sell
10,412
-458
-4% -$196K 3% 7
2023
Q4 		$4.45M Buy
10,870
+355
+3% +$135K 3.16% 6
2023
Q3 		$3.77M Sell
10,515
-493
-4% -$183K 2.8% 8
2023
Q2 		$4.07M Buy
11,008
+1,700
+18% +$572K 2.67% 9
2023
Q1 		$2.99M Buy
9,308
+893
+11% +$263K 2.16% 15
2022
Q4 		$2.24M Sell
8,415
-5,342
-39% -$1.48M 1.89% 17
2022
Q3 		$3.68M Buy
13,757
+930
+7% +$281K 3.04% 11
2022
Q2 		$3.6M Sell
12,827
-2,853
-18% -$885K 2.73% 12
2022
Q1 		$5.68M Sell
15,680
-3,077
-16% -$1.09M 3.56% 9
2021
Q4 		$7.46M Buy
18,757
+923
+5% +$356K 4.26% 4
2021
Q3 		$6.38M Buy
17,834
+547
+3% +$201K 3.71% 3
2021
Q2 		$6.13M Buy
17,287
+1,046
+6% +$352K 3.51% 2
2021
Q1 		$5.18M Buy
16,241
+547
+3% +$175K 3.3% 3
2020
Q4 		$4.92M Buy
+15,694
New +$4.61M 3.65% 4

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

Oxinas Partners Wealth Management's QQQ Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 1.9% in Q2 2026, selling an estimated $166K and leaving 12,148 shares worth $8.95M. The position accounts for 3.53% of the portfolio, ranked #5.

Oxinas Partners Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Oxinas Partners Wealth Management held 12,148 shares of Invesco QQQ Trust worth $8.95M as of Q2 2026.
  • Oxinas Partners Wealth Management sold 241 Invesco QQQ Trust shares in Q2 2026, an estimated $166K.
  • Invesco QQQ Trust made up 3.53% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Oxinas Partners Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.