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

Triad 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	$6.39M	Sell	9,126 -1,165	-11%	-$802K	0.38%	48
2026 Q1	$5.94M	Sell	10,291 -617	-6%	-$375K	0.47%	46
2025 Q4	$6.7M	Buy	10,908 +4,324	+66%	+$2.65M	0.64%	40
2025 Q3	$3.95M	Buy	6,584 +4,511	+218%	+$2.58M	0.51%	45
2025 Q2	$1.14M	Buy	2,073 +260	+14%	+$129K	0.23%	74
2025 Q1	$850K	Buy	1,813 +257	+17%	+$131K	0.26%	66
2024 Q4	$796K	Buy	+1,556	New	+$787K	0.29%	61
2024 Q3	–	Sell	-367	Closed	-$176K	–	699
2024 Q2	$176K	Buy	+367	New	+$165K	0.09%	104

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

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

Triad Wealth Partners reduced its Invesco QQQ Trust (QQQ) stake by 11% in Q2 2026, selling an estimated $802K and leaving 9,126 shares worth $6.39M. The position accounts for 0.38% of the portfolio, ranked #48.

Triad Wealth Partners first reported a position in QQQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.7M in Q4 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Triad Wealth Partners held 9,126 shares of Invesco QQQ Trust worth $6.39M as of Q2 2026.
Triad Wealth Partners sold 1,165 Invesco QQQ Trust shares in Q2 2026, an estimated $802K.
Invesco QQQ Trust made up 0.38% of Triad Wealth Partners's portfolio in Q2 2026, its #48 holding.
Triad Wealth Partners first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Invesco QQQ Trust position peaked at $6.7M in Q4 2025.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.