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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
Q2 		$1.79M Sell
2,422
-1,757
-42% -$1.21M 0.27% 102
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 $1.89T 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

WealthShield Partners's QQQ Position: Q2 2026 in Review

WealthShield Partners reduced its Invesco QQQ Trust (QQQ) stake by 42% in Q2 2026, selling an estimated $1.21M and leaving 2,422 shares worth $1.79M. The position accounts for 0.27% of the portfolio, ranked #102.

WealthShield Partners first reported a position in QQQ in Q4 2017 and has held it in 28 quarters since. The position peaked at $6.01M in Q1 2022. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • WealthShield Partners held 2,422 shares of Invesco QQQ Trust worth $1.79M as of Q2 2026.
  • WealthShield Partners sold 1,757 Invesco QQQ Trust shares in Q2 2026, an estimated $1.21M.
  • Invesco QQQ Trust made up 0.27% of WealthShield Partners's portfolio in Q2 2026, its #102 holding.
  • WealthShield Partners first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 28 quarters since.
  • WealthShield Partners's Invesco QQQ Trust position peaked at $6.01M in Q1 2022.
  • 4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.