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

Wise 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 Q3	$280K	Sell	378 -1,847	-83%	-$1.32M	0.51%	32
2026 Q2	$1.64M	Sell	2,225 -79	-3%	-$54.4K	2.79%	12
2026 Q1	$1.33M	Buy	2,304 +16	+0.7%	+$9.7K	1.8%	10
2025 Q4	$1.41M	Buy	2,288 +197	+9%	+$121K	2.02%	9
2025 Q3	$1.26M	Buy	2,091 +37	+2%	+$21.2K	1.92%	10
2025 Q2	$1.13M	Buy	2,054 +962	+88%	+$478K	1.89%	12
2025 Q1	$512K	Buy	1,092 +10	+0.9%	+$5.08K	1.22%	20
2024 Q4	$553K	Buy	+1,082	New	+$547K	1.36%	15

Other funds holding QQQ

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wise Wealth Partners's QQQ Position: Q3 2026 in Review

Wise Wealth Partners reduced its Invesco QQQ Trust (QQQ) stake by 83% in Q3 2026, selling an estimated $1.32M and leaving 378 shares worth $280K. The position accounts for 0.51% of the portfolio, ranked #32.

Wise Wealth Partners first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.64M in Q2 2026. 1,225 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Wise Wealth Partners held 378 shares of Invesco QQQ Trust worth $280K as of Q3 2026.
Wise Wealth Partners sold 1,847 Invesco QQQ Trust shares in Q3 2026, an estimated $1.32M.
Invesco QQQ Trust made up 0.51% of Wise Wealth Partners's portfolio in Q3 2026, its #32 holding.
Wise Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
Wise Wealth Partners's Invesco QQQ Trust position peaked at $1.64M in Q2 2026.
1,225 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.