Premier Path Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Premier Path 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	$325K	Hold	442	–	–	0.04%	347
2026 Q1	$255K	Hold	442	–	–	0.03%	367
2025 Q4	$271K	Sell	442 -3,518	-89%	-$2.16M	0.04%	340
2025 Q3	$2.38M	Buy	3,960 +16	+0.4%	+$9.16K	0.31%	75
2025 Q2	$2.18M	Buy	3,944 +14	+0.4%	+$6.96K	0.3%	77
2025 Q1	$1.84M	Sell	3,930 -63	-2%	-$32K	0.29%	84
2024 Q4	$2.04M	Buy	3,993 +43	+1%	+$21.7K	0.31%	73
2024 Q3	$1.93M	Buy	3,950 +4	+0.1%	+$1.89K	0.3%	82
2024 Q2	$1.89M	Buy	+3,946	New	+$1.77M	0.32%	77

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

Premier Path Wealth Partners's QQQ Position: Q2 2026 in Review

Premier Path Wealth Partners held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 442 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #347.

Premier Path Wealth Partners first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.38M in Q3 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Premier Path Wealth Partners held 442 shares of Invesco QQQ Trust worth $325K as of Q2 2026.
Premier Path Wealth Partners left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #347 holding.
Premier Path Wealth Partners first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
Premier Path Wealth Partners's Invesco QQQ Trust position peaked at $2.38M in Q3 2025.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.