Quantum Financial Partners
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Quantum Financial Partners’s Invesco QQQ Trust QQQ Stock Holding History

Quantum Financial 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 		$6.62M Buy
8,946
+149
+2% +$106K 3.41% 5
2026
Q2 		$6.48M Buy
+8,797
New +$6.05M 3.31% 7

Other funds holding QQQ

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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
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 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
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Quantum Financial Partners's QQQ Position: Q3 2026 in Review

Quantum Financial Partners increased its Invesco QQQ Trust (QQQ) stake by 1.7% in Q3 2026, buying an estimated $106K and bringing the position to 8,946 shares worth $6.62M. The position accounts for 3.41% of the portfolio, ranked #5.

Quantum Financial Partners first reported a position in QQQ in Q2 2026 and has held it in 2 quarters since. 1,451 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Quantum Financial Partners held 8,946 shares of Invesco QQQ Trust worth $6.62M as of Q3 2026.
  • Quantum Financial Partners bought 149 Invesco QQQ Trust shares in Q3 2026, an estimated $106K.
  • Invesco QQQ Trust made up 3.41% of Quantum Financial Partners's portfolio in Q3 2026, its #5 holding.
  • Quantum Financial Partners first reported a position in Invesco QQQ Trust in Q2 2026 and has held it in 2 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.