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

Prasad 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
Q3 		$804K Sell
1,087
-2
-0.2% -$1.43K 0.18% 71
2026
Q2 		$802K Hold
1,089
– – 0.19% 70
2026
Q1 		$629K Sell
1,089
-40
-4% -$24.3K 0.17% 69
2025
Q4 		$693K Buy
1,129
+52
+5% +$31.9K 0.19% 63
2025
Q3 		$647K Sell
1,077
-274
-20% -$157K 0.18% 63
2025
Q2 		$745K Sell
1,351
-27
-2% -$13.4K 0.22% 56
2025
Q1 		$646K Buy
1,378
+105
+8% +$53.3K 0.21% 57
2024
Q4 		$651K Buy
+1,273
New +$644K 0.21% 54

Other funds holding QQQ

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

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

Prasad Wealth Partners reduced its Invesco QQQ Trust (QQQ) stake by 0.18% in Q3 2026, selling an estimated $1.43K and leaving 1,087 shares worth $804K. The position accounts for 0.18% of the portfolio, ranked #71.

Prasad Wealth Partners first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 3,269 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Prasad Wealth Partners held 1,087 shares of Invesco QQQ Trust worth $804K as of Q3 2026.
  • Prasad Wealth Partners sold 2 Invesco QQQ Trust shares in Q3 2026, an estimated $1.43K.
  • Invesco QQQ Trust made up 0.18% of Prasad Wealth Partners's portfolio in Q3 2026, its #71 holding.
  • Prasad Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
  • 3,269 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Prasad Wealth Partners's 13F filing for Q3 2026, filed 10 Nov 2026.