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

Revolve 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	$3.13M	Sell	4,254 -386	-8%	-$266K	0.32%	48
2026 Q1	$2.68M	Buy	4,640 +799	+21%	+$485K	0.35%	46
2025 Q4	$2.36M	Sell	3,841 -363	-9%	-$223K	0.28%	53
2025 Q3	$2.52M	Sell	4,204 -316	-7%	-$181K	0.3%	48
2025 Q2	$2.49M	Sell	4,520 -534	-11%	-$266K	0.32%	46
2025 Q1	$2.37M	Sell	5,054 -203	-4%	-$103K	0.34%	42
2024 Q4	$2.69M	Buy	5,257 +176	+3%	+$89K	0.39%	42
2024 Q3	$2.48M	Sell	5,081 -499	-9%	-$236K	0.38%	37
2024 Q2	$2.67M	Buy	5,580 +601	+12%	+$270K	0.44%	34
2024 Q1	$2.21M	Buy	4,979 +310	+7%	+$133K	0.38%	46
2023 Q4	$1.91M	Sell	4,669 -703	-13%	-$267K	0.37%	49
2023 Q3	$1.92M	Buy	5,372 +881	+20%	+$327K	0.44%	45
2023 Q2	$1.66M	Sell	4,491 -815	-15%	-$274K	0.39%	49
2023 Q1	$1.7M	Sell	5,306 -19	-0.4%	-$5.61K	0.43%	48
2022 Q4	$1.42M	Sell	5,325 -28	-0.5%	-$7.74K	0.41%	48
2022 Q3	$1.43M	Sell	5,353 -102	-2%	-$30.8K	0.48%	38
2022 Q2	$1.53M	Sell	5,455 -179	-3%	-$55.5K	0.5%	41
2022 Q1	$2.04M	Buy	5,634 +10	+0.2%	+$3.55K	0.59%	35
2021 Q4	$2.24M	Buy	+5,624	New	+$2.17M	0.64%	34

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

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

Revolve Wealth Partners reduced its Invesco QQQ Trust (QQQ) stake by 8.3% in Q2 2026, selling an estimated $266K and leaving 4,254 shares worth $3.13M. The position accounts for 0.32% of the portfolio, ranked #48.

Revolve Wealth Partners first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Revolve Wealth Partners held 4,254 shares of Invesco QQQ Trust worth $3.13M as of Q2 2026.
Revolve Wealth Partners sold 386 Invesco QQQ Trust shares in Q2 2026, an estimated $266K.
Invesco QQQ Trust made up 0.32% of Revolve Wealth Partners's portfolio in Q2 2026, its #48 holding.
Revolve Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.