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

Strategic 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
Q2 		$11.5M Buy
15,670
+14,489
+1,227% +$9.97M 4.35% 5
2026
Q1 		$682K Sell
1,181
-221
-16% -$134K 0.29% 46
2025
Q4 		$861K Sell
1,402
-4
-0.3% -$2.46K 0.37% 37
2025
Q3 		$844K Sell
1,406
-134
-9% -$76.7K 0.39% 38
2025
Q2 		$850K Sell
1,540
-4
-0.3% -$1.99K 0.39% 39
2025
Q1 		$724K Buy
1,544
+2
+0.1% +$1.02K 0.38% 40
2024
Q4 		$789K Buy
1,542
+1
+0.1% +$506 0.4% 37
2024
Q3 		$752K Sell
1,541
-20
-1% -$9.46K 0.38% 39
2024
Q2 		$748K Hold
1,561
– – 0.41% 37
2024
Q1 		$693K Buy
1,561
+512
+49% +$220K 0.38% 38
2023
Q4 		$430K Hold
1,049
– – 0.25% 49
2023
Q3 		$376K Hold
1,049
– – 0.23% 49
2023
Q2 		$388K Sell
1,049
-100
-9% -$33.7K 0.22% 51
2023
Q1 		$369K Sell
1,149
-40
-3% -$11.8K 0.23% 50
2022
Q4 		$317K Hold
1,189
– – 0.19% 54
2022
Q3 		$318K Buy
1,189
+160
+16% +$48.3K 0.2% 47
2022
Q2 		$288K Hold
1,029
– – 0.17% 50
2022
Q1 		$373K Hold
1,029
– – 0.19% 49
2021
Q4 		$409K Hold
1,029
– – 0.2% 49
2021
Q3 		$368K Hold
1,029
– – 0.2% 48
2021
Q2 		$365K Sell
1,029
-11
-1% -$3.7K 0.2% 50
2021
Q1 		$332K Buy
1,040
+323
+45% +$103K 0.2% 53
2020
Q4 		$225K Buy
+717
New +$210K 0.15% 60
2020
Q3 		– Sell
-1,047
Closed -$259K – 61
2020
Q2 		$259K Buy
+1,047
New +$235K 0.21% 53
2020
Q1 		– Sell
-1,180
Closed -$251K – 68
2019
Q4 		$251K Buy
+1,180
New +$236K 0.21% 61

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Financial Partners's QQQ Position: Q2 2026 in Review

Strategic Financial Partners increased its Invesco QQQ Trust (QQQ) stake by 1,227% in Q2 2026, buying an estimated $9.97M and bringing the position to 15,670 shares worth $11.5M. The position accounts for 4.35% of the portfolio, ranked #5.

Strategic Financial Partners first reported a position in QQQ in Q4 2019 and has held it in 25 quarters since. 4,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Strategic Financial Partners held 15,670 shares of Invesco QQQ Trust worth $11.5M as of Q2 2026.
  • Strategic Financial Partners bought 14,489 Invesco QQQ Trust shares in Q2 2026, an estimated $9.97M.
  • Invesco QQQ Trust made up 4.35% of Strategic Financial Partners's portfolio in Q2 2026, its #5 holding.
  • Strategic Financial Partners first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 25 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.