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

Pursue 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 		$4.6M Buy
6,245
+428
+7% +$294K 2.58% 12
2026
Q1 		$3.36M Sell
5,817
-1,091
-16% -$663K 2.01% 15
2025
Q4 		$4.24M Buy
6,908
+2,315
+50% +$1.42M 2.06% 15
2025
Q3 		$2.76M Sell
4,593
-1,240
-21% -$710K 1.51% 18
2025
Q2 		$3.22M Buy
5,833
+472
+9% +$235K 1.83% 15
2025
Q1 		$2.51M Buy
5,361
+31
+0.6% +$15.8K 1.53% 19
2024
Q4 		$2.72M Sell
5,330
-2,201
-29% -$1.11M 1.56% 21
2024
Q3 		$3.68M Buy
7,531
+3,667
+95% +$1.74M 2.01% 14
2024
Q2 		$1.85M Buy
3,864
+343
+10% +$154K 1.01% 28
2024
Q1 		$1.56M Buy
3,521
+649
+23% +$278K 0.92% 27
2023
Q4 		$1.18M Sell
2,872
-19
-0.7% -$7.21K 0.76% 34
2023
Q3 		$1.04M Buy
+2,891
New +$1.07M 0.73% 36
2022
Q4 		– Sell
-1,965
Closed -$525K – 113
2022
Q3 		$525K Hold
1,965
– – 0.38% 57
2022
Q2 		$551K Hold
1,965
– – 0.35% 65
2022
Q1 		$696K Hold
1,965
– – 0.29% 70
2021
Q4 		$782K Buy
+1,965
New +$759K 0.3% 70

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pursue Wealth Partners's QQQ Position: Q2 2026 in Review

Pursue Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 7.4% in Q2 2026, buying an estimated $294K and bringing the position to 6,245 shares worth $4.6M. The position accounts for 2.58% of the portfolio, ranked #12.

Pursue Wealth Partners first reported a position in QQQ in Q4 2021 and has held it in 16 quarters since. 4,012 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Pursue Wealth Partners held 6,245 shares of Invesco QQQ Trust worth $4.6M as of Q2 2026.
  • Pursue Wealth Partners bought 428 Invesco QQQ Trust shares in Q2 2026, an estimated $294K.
  • Invesco QQQ Trust made up 2.58% of Pursue Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Pursue Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 16 quarters since.
  • 4,012 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.