Blodgett Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Blodgett Wealth Advisors’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	$365K	Hold	633	–	–	0.29%	41
2025 Q4	$389K	Sell	633 -50	-7%	-$30.7K	0.27%	41
2025 Q3	$410K	Hold	683	–	–	0.28%	40
2025 Q2	$377K	Hold	683	–	–	0.3%	43
2025 Q1	$320K	Hold	683	–	–	0.27%	46
2024 Q4	$349K	Buy	683 +1	+0.1%	+$506	0.27%	43
2024 Q3	$333K	Sell	682 -41	-6%	-$19.4K	0.28%	44
2024 Q2	$346K	Hold	723	–	–	0.29%	43
2024 Q1	$321K	Buy	723 +42	+6%	+$18K	0.29%	44
2023 Q4	$279K	Hold	681	–	–	0.28%	46
2023 Q3	$244K	Buy	681 +1	+0.1%	+$371	0.27%	51
2023 Q2	$251K	Sell	680 -15	-2%	-$5.05K	0.26%	51
2023 Q1	$223K	Sell	695 -125	-15%	-$36.9K	0.26%	55
2022 Q4	$218K	Sell	820 -75	-8%	-$20.7K	0.27%	55
2022 Q3	$239K	Sell	895 -100	-10%	-$30.2K	0.29%	53
2022 Q2	$279K	Sell	995 -339	-25%	-$105K	0.31%	53
2022 Q1	$484K	Sell	1,334 -40	-3%	-$14.2K	0.4%	44
2021 Q4	$547K	Buy	+1,374	New	+$530K	0.42%	49

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

Blodgett Wealth Advisors's QQQ Position: Q1 2026 in Review

Blodgett Wealth Advisors held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 633 shares worth $365K. The position accounts for 0.29% of the portfolio, ranked #41.

Blodgett Wealth Advisors first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $547K in Q4 2021. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Blodgett Wealth Advisors held 633 shares of Invesco QQQ Trust worth $365K as of Q1 2026.
Blodgett Wealth Advisors left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.29% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Blodgett Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
Blodgett Wealth Advisors's Invesco QQQ Trust position peaked at $547K in Q4 2021.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.