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

Parkwoods 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	$674K	Buy	915 +88	+11%	+$60.5K	0.11%	85
2026 Q1	$477K	Sell	827 -7	-0.8%	-$4.25K	0.12%	65
2025 Q4	$512K	Buy	834 +292	+54%	+$179K	0.15%	57
2025 Q3	$325K	Buy	+542	New	+$310K	0.11%	67

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

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

Parkwoods Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 11% in Q2 2026, buying an estimated $60.5K and bringing the position to 915 shares worth $674K. The position accounts for 0.11% of the portfolio, ranked #85.

Parkwoods Wealth Partners first reported a position in QQQ in Q3 2025 and has held it in 4 quarters since. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Parkwoods Wealth Partners held 915 shares of Invesco QQQ Trust worth $674K as of Q2 2026.
Parkwoods Wealth Partners bought 88 Invesco QQQ Trust shares in Q2 2026, an estimated $60.5K.
Invesco QQQ Trust made up 0.11% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #85 holding.
Parkwoods Wealth Partners first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 4 quarters since.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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