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

Partnership 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	$206K	Buy	+280	New	+$193K	0.14%	66
2024 Q4	–	Sell	-280	Closed	-$137K	–	154
2024 Q3	$137K	Hold	280	–	–	0.1%	83
2024 Q2	$134K	Hold	280	–	–	0.1%	111
2024 Q1	$124K	Hold	280	–	–	0.09%	116
2023 Q4	$117K	Buy	+280	New	+$106K	0.09%	115

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

Partnership Wealth Management's QQQ Position: Q2 2026 in Review

Partnership Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 280 shares worth $206K. The stake represents 0.14% of the portfolio and ranks #66 among its holdings. This is a return to the name: Partnership Wealth Management previously reported a position in QQQ as recently as Q3 2024.

Partnership Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 5 quarters since. 3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Partnership Wealth Management held 280 shares of Invesco QQQ Trust worth $206K as of Q2 2026.
Invesco QQQ Trust was a new Partnership Wealth Management position in Q2 2026.
Invesco QQQ Trust made up 0.14% of Partnership Wealth Management's portfolio in Q2 2026, its #66 holding.
Partnership Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 5 quarters since.
3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.