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WealthShield Partners’s Invesco QQQ Trust QQQ Stock Holding History

WealthShield 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 		$2.41M Buy
4,179
+197
+5% +$120K 0.27% 109
2025
Q4 		$2.45M Buy
3,982
+605
+18% +$371K 0.27% 102
2025
Q3 		$2.03M Sell
3,377
-229
-6% -$131K 0.23% 117
2025
Q2 		$1.99M Sell
3,606
-366
-9% -$182K 0.24% 118
2025
Q1 		$1.86M Buy
3,972
+2,943
+286% +$1.5M 0.24% 114
2024
Q4 		$526K Sell
1,029
-446
-30% -$226K 0.07% 210
2024
Q3 		$721K Buy
1,475
+288
+24% +$136K 0.1% 181
2024
Q2 		$570K Sell
1,187
-50
-4% -$22.5K 0.09% 195
2024
Q1 		$550K Sell
1,237
-660
-35% -$283K 0.09% 186
2023
Q4 		$777K Sell
1,897
-392
-17% -$149K 0.13% 163
2023
Q3 		$821K Buy
2,289
+56
+3% +$20.8K 0.12% 164
2023
Q2 		$826K Buy
2,233
+60
+3% +$20.2K 0.12% 163
2023
Q1 		$698K Buy
2,173
+997
+85% +$294K 0.11% 183
2022
Q4 		$313K Sell
1,176
-8,055
-87% -$2.23M 0.06% 240
2022
Q3 		$2.47M Buy
9,231
+7,245
+365% +$2.19M 0.49% 57
2022
Q2 		$558K Sell
1,986
-14,598
-88% -$4.53M 0.11% 185
2022
Q1 		$6.01M Buy
16,584
+14,247
+610% +$5.06M 0.96% 23
2021
Q4 		$930K Buy
2,337
+458
+24% +$177K 0.15% 143
2021
Q3 		$673K Buy
1,879
+1,572
+512% +$579K 0.18% 114
2021
Q2 		$109K Buy
+307
New +$103K 0.02% 351
2021
Q1 		– Sell
-1,343
Closed -$421K – 1176
2020
Q4 		$421K Sell
1,343
-174
-11% -$51.1K 0.08% 194
2020
Q3 		$421K Buy
1,517
+196
+15% +$53.2K 0.15% 151
2020
Q2 		$327K Sell
1,321
-67
-5% -$15K 0.15% 146
2020
Q1 		$264K Buy
1,388
+397
+40% +$84K 0.16% 127
2019
Q4 		$211K Buy
+991
New +$198K 0.1% 173
2019
Q3 		– Sell
-1,160
Closed -$217K – 269
2019
Q2 		$217K Buy
+1,160
New +$213K 0.13% 143
2018
Q1 		– Sell
-3,668
Closed -$581K – 250
2017
Q4 		$581K Buy
+3,668
New +$560K 0.35% 61

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthShield Partners's QQQ Position: Q1 2026 in Review

WealthShield Partners increased its Invesco QQQ Trust (QQQ) stake by 4.9% in Q1 2026, buying an estimated $120K and bringing the position to 4,179 shares worth $2.41M. The position accounts for 0.27% of the portfolio, ranked #109.

WealthShield Partners first reported a position in QQQ in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.01M in Q1 2022. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • WealthShield Partners held 4,179 shares of Invesco QQQ Trust worth $2.41M as of Q1 2026.
  • WealthShield Partners bought 197 Invesco QQQ Trust shares in Q1 2026, an estimated $120K.
  • Invesco QQQ Trust made up 0.27% of WealthShield Partners's portfolio in Q1 2026, its #109 holding.
  • WealthShield Partners first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 27 quarters since.
  • WealthShield Partners's Invesco QQQ Trust position peaked at $6.01M in Q1 2022.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.