Partners Wealth Management
QQQ icon

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

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
Q3 		$15.5M Buy
20,884
+19,001
+1,009% +$13.6M 1.61% 11
2026
Q2 		$1.39M Buy
1,883
+29
+2% +$20K 1.36% 17
2026
Q1 		$1.07M Sell
1,854
-41
-2% -$24.9K 1.1% 21
2025
Q4 		$1.16M Buy
1,895
+2
+0.1% +$1.23K 1.22% 20
2025
Q3 		$1.14M Sell
1,893
-107
-5% -$61.3K 1.12% 22
2025
Q2 		$945K Hold
2,000
– – 1.08% 30
2025
Q1 		$938K Buy
2,000
+47
+2% +$23.9K 1.06% 30
2024
Q4 		$998K Buy
+1,953
New +$988K 1.14% 24

Other funds holding QQQ

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Partners Wealth Management's QQQ Position: Q3 2026 in Review

Partners Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 1,009% in Q3 2026, buying an estimated $13.6M and bringing the position to 20,884 shares worth $15.5M. The position accounts for 1.61% of the portfolio, ranked #11.

Partners Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 2,366 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Partners Wealth Management held 20,884 shares of Invesco QQQ Trust worth $15.5M as of Q3 2026.
  • Partners Wealth Management bought 19,001 Invesco QQQ Trust shares in Q3 2026, an estimated $13.6M.
  • Invesco QQQ Trust made up 1.61% of Partners Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Partners Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
  • 2,366 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.