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

Traction 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	$16.4M	Buy	28,460 +528	+2%	+$321K	10.11%	3
2025 Q4	$17.2M	Sell	27,932 -14	-0.1%	-$8.59K	10.17%	3
2025 Q3	$16.8M	Buy	27,946 +1,581	+6%	+$905K	10.35%	3
2025 Q2	$14.5M	Buy	26,365 +721	+3%	+$359K	9.86%	2
2025 Q1	$12M	Sell	25,644 -3,519	-12%	-$1.79M	9.39%	4
2024 Q4	$14.9M	Buy	29,163 +686	+2%	+$347K	11.59%	1
2024 Q3	$13.9M	Sell	28,477 -3,004	-10%	-$1.42M	10.9%	2
2024 Q2	$14.9M	Buy	31,481 +936	+3%	+$421K	10.87%	2
2024 Q1	$13.5M	Sell	30,545 -1,025	-3%	-$439K	10.54%	2
2023 Q4	$12.9M	Buy	+31,570	New	+$12M	8.67%	3

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

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

Traction Financial Partners increased its Invesco QQQ Trust (QQQ) stake by 1.9% in Q1 2026, buying an estimated $321K and bringing the position to 28,460 shares worth $16.4M. The position accounts for 10.11% of the portfolio, ranked #3.

Traction Financial Partners first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.2M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Traction Financial Partners held 28,460 shares of Invesco QQQ Trust worth $16.4M as of Q1 2026.
Traction Financial Partners bought 528 Invesco QQQ Trust shares in Q1 2026, an estimated $321K.
Invesco QQQ Trust made up 10.11% of Traction Financial Partners's portfolio in Q1 2026, its #3 holding.
Traction Financial Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
Traction Financial Partners's Invesco QQQ Trust position peaked at $17.2M in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.