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

TFO 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 Q1	$388K	Buy	673 +67	+11%	+$40.7K	0.05%	51
2025 Q4	$372K	Hold	606	–	–	0.06%	44
2025 Q3	$364K	Hold	606	–	–	0.06%	43
2025 Q2	$334K	Hold	606	–	–	0.06%	36
2025 Q1	$284K	Sell	606 -1,139	-65%	-$579K	0.06%	34
2024 Q4	$892K	Hold	1,745	–	–	0.42%	8
2024 Q3	$852K	Hold	1,745	–	–	0.16%	24
2024 Q2	$836K	Sell	1,745 -318	-15%	-$143K	0.16%	24
2024 Q1	$916K	Hold	2,063	–	–	0.18%	23
2023 Q4	$845K	Sell	2,063 -402	-16%	-$153K	0.17%	23
2023 Q3	$911K	Buy	2,465 +402	+19%	+$149K	0.19%	25
2023 Q2	$762K	Hold	2,063	–	–	0.16%	25
2023 Q1	$662K	Buy	2,063 +2,062	+206,200%	+$608K	0.15%	25
2022 Q4	$103	Sell	1 -2,287	-100%	-$632K	﹤0.01%	771
2022 Q3	$611K	Hold	2,288	–	–	0.15%	25
2022 Q2	$641K	Buy	2,288 +1,288	+129%	+$400K	0.14%	25
2022 Q1	$363K	Buy	1,000 +811	+429%	+$288K	0.07%	32
2021 Q4	$74K	Buy	189 +144	+320%	+$55.6K	0.01%	52
2021 Q3	$16K	Hold	45	–	–	﹤0.01%	80
2021 Q2	$16K	Hold	45	–	–	﹤0.01%	56
2021 Q1	$14K	Buy	+45	New	+$14.4K	﹤0.01%	122

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's QQQ Position: Q1 2026 in Review

TFO Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 11% in Q1 2026, buying an estimated $40.7K and bringing the position to 673 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #51.

TFO Wealth Partners first reported a position in QQQ in Q1 2021 and has held it in 21 quarters since. The position peaked at $916K in Q1 2024. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

TFO Wealth Partners held 673 shares of Invesco QQQ Trust worth $388K as of Q1 2026.
TFO Wealth Partners bought 67 Invesco QQQ Trust shares in Q1 2026, an estimated $40.7K.
Invesco QQQ Trust made up 0.05% of TFO Wealth Partners's portfolio in Q1 2026, its #51 holding.
TFO Wealth Partners first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 21 quarters since.
TFO Wealth Partners's Invesco QQQ Trust position peaked at $916K in Q1 2024.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.