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

Significant 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	$1.38M	Buy	1,874 +95	+5%	+$65.4K	1.49%	22
2026 Q1	$1.03M	Sell	1,779 -180	-9%	-$109K	1.26%	27
2025 Q4	$1.2M	Sell	1,959 -1,815	-48%	-$1.11M	1.34%	7
2025 Q3	$2.27M	Buy	3,774 +1,304	+53%	+$747K	1.11%	4
2025 Q2	$1.36M	Sell	2,470 -218	-8%	-$108K	0.67%	8
2025 Q1	$1.26M	Buy	2,688 +1,086	+68%	+$552K	0.65%	7
2024 Q4	$819K	Buy	1,602 +137	+9%	+$69.3K	0.42%	11
2024 Q3	$715K	Buy	1,465 +685	+88%	+$324K	0.37%	13
2024 Q2	$374K	Buy	+780	New	+$351K	0.21%	33
2024 Q1	–	Sell	-695	Closed	-$285K	–	182
2023 Q4	$285K	Buy	+695	New	+$264K	0.21%	116

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

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

Significant Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 5.3% in Q2 2026, buying an estimated $65.4K and bringing the position to 1,874 shares worth $1.38M. The position accounts for 1.49% of the portfolio, ranked #22.

Significant Wealth Partners first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.27M in Q3 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Significant Wealth Partners held 1,874 shares of Invesco QQQ Trust worth $1.38M as of Q2 2026.
Significant Wealth Partners bought 95 Invesco QQQ Trust shares in Q2 2026, an estimated $65.4K.
Invesco QQQ Trust made up 1.49% of Significant Wealth Partners's portfolio in Q2 2026, its #22 holding.
Significant Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
Significant Wealth Partners's Invesco QQQ Trust position peaked at $2.27M in Q3 2025.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.