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

Sandbox 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
Q1 		$9.36M Buy
16,215
+897
+6% +$545K 2.63% 13
2025
Q4 		$9.41M Buy
15,318
+733
+5% +$450K 2.6% 13
2025
Q3 		$8.76M Buy
14,585
+387
+3% +$222K 2.51% 13
2025
Q2 		$7.83M Buy
14,198
+279
+2% +$139K 2.47% 13
2025
Q1 		$6.53M Sell
13,919
-270
-2% -$137K 2.3% 13
2024
Q4 		$7.25M Buy
14,189
+1,124
+9% +$569K 2.42% 12
2024
Q3 		$6.38M Buy
13,065
+766
+6% +$362K 2.26% 12
2024
Q2 		$5.89M Buy
12,299
+916
+8% +$412K 2.26% 11
2024
Q1 		$5.05M Buy
11,383
+565
+5% +$242K 2.12% 12
2023
Q4 		$4.43M Buy
10,818
+9,297
+611% +$3.53M 2.08% 12
2023
Q3 		$545K Buy
1,521
+257
+20% +$95.3K 0.29% 48
2023
Q2 		$467K Sell
1,264
-81
-6% -$27.3K 0.24% 55
2023
Q1 		$432K Buy
1,345
+87
+7% +$25.7K 0.26% 53
2022
Q4 		$335K Sell
1,258
-287
-19% -$79.4K 0.23% 54
2022
Q3 		$413K Sell
1,545
-272
-15% -$82.1K 0.3% 44
2022
Q2 		$509K Sell
1,817
-11
-0.6% -$3.41K 0.36% 39
2022
Q1 		$663K Buy
1,828
+29
+2% +$10.3K 0.38% 35
2021
Q4 		$716K Buy
1,799
+88
+5% +$34K 0.45% 29
2021
Q3 		$613K Sell
1,711
-260
-13% -$95.8K 0.44% 32
2021
Q2 		$699K Buy
1,971
+352
+22% +$118K 0.52% 29
2021
Q1 		$536K Buy
1,619
+41
+3% +$13.1K 0.44% 34
2020
Q4 		$495K Buy
+1,578
New +$463K 0.45% 29

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sandbox Financial Partners's QQQ Position: Q1 2026 in Review

Sandbox Financial Partners increased its Invesco QQQ Trust (QQQ) stake by 5.9% in Q1 2026, buying an estimated $545K and bringing the position to 16,215 shares worth $9.36M. The position accounts for 2.63% of the portfolio, ranked #13.

Sandbox Financial Partners first reported a position in QQQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.41M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Sandbox Financial Partners held 16,215 shares of Invesco QQQ Trust worth $9.36M as of Q1 2026.
  • Sandbox Financial Partners bought 897 Invesco QQQ Trust shares in Q1 2026, an estimated $545K.
  • Invesco QQQ Trust made up 2.63% of Sandbox Financial Partners's portfolio in Q1 2026, its #13 holding.
  • Sandbox Financial Partners first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's Invesco QQQ Trust position peaked at $9.41M in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.