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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
Q3 		$207K Hold
280
– – 0.15% 65
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Partnership Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 280 shares worth $207K. The position accounts for 0.15% of the portfolio, ranked #65.

Partnership Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 6 quarters since. 782 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Partnership Wealth Management held 280 shares of Invesco QQQ Trust worth $207K as of Q3 2026.
  • Partnership Wealth Management left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.15% of Partnership Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Partnership Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 6 quarters since.
  • 782 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.