RAM Investment Partners’s Invesco QQQ Trust QQQ Stock Holding History

RAM Investment 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	$775K	Sell	1,052 -479	-31%	-$330K	0.12%	53
2026 Q1	$883K	Buy	1,531 +117	+8%	+$71.1K	0.16%	45
2025 Q4	$868K	Buy	1,414 +53	+4%	+$32.5K	0.16%	45
2025 Q3	$817K	Sell	1,361 -52	-4%	-$29.8K	0.15%	46
2025 Q2	$780K	Buy	1,413 +251	+22%	+$125K	0.16%	42
2025 Q1	$545K	Sell	1,162 -5	-0.4%	-$2.54K	0.13%	48
2024 Q4	$597K	Buy	1,167 +20	+2%	+$10.1K	0.15%	46
2024 Q3	$560K	Buy	1,147 +66	+6%	+$31.2K	0.15%	41
2024 Q2	$518K	Buy	1,081 +457	+73%	+$206K	0.15%	41
2024 Q1	$277K	Buy	+624	New	+$268K	0.09%	65

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RAM Investment Partners's QQQ Position: Q2 2026 in Review

RAM Investment Partners reduced its Invesco QQQ Trust (QQQ) stake by 31% in Q2 2026, selling an estimated $330K and leaving 1,052 shares worth $775K. The position accounts for 0.12% of the portfolio, ranked #53.

RAM Investment Partners first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $883K in Q1 2026. 2,181 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

RAM Investment Partners held 1,052 shares of Invesco QQQ Trust worth $775K as of Q2 2026.
RAM Investment Partners sold 479 Invesco QQQ Trust shares in Q2 2026, an estimated $330K.
Invesco QQQ Trust made up 0.12% of RAM Investment Partners's portfolio in Q2 2026, its #53 holding.
RAM Investment Partners first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
RAM Investment Partners's Invesco QQQ Trust position peaked at $883K in Q1 2026.
2,181 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.