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Cahill Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Cahill Financial 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 		$2.71M Sell
4,692
-193
-4% -$117K 0.29% 56
2025
Q4 		$3M Sell
4,885
-2
-0% -$1.23K 0.33% 53
2025
Q3 		$2.93M Sell
4,887
-284
-5% -$163K 0.33% 51
2025
Q2 		$2.85M Buy
5,171
+53
+1% +$26.4K 0.35% 48
2025
Q1 		$2.4M Buy
5,118
+94
+2% +$47.8K 0.33% 53
2024
Q4 		$2.57M Buy
5,024
+3,120
+164% +$1.58M 0.35% 49
2024
Q3 		$929K Buy
1,904
+45
+2% +$21.3K 0.13% 117
2024
Q2 		$891K Buy
1,859
+25
+1% +$11.2K 0.12% 131
2024
Q1 		$814K Sell
1,834
-245
-12% -$105K 0.11% 138
2023
Q4 		$851K Buy
2,079
+347
+20% +$132K 0.13% 130
2023
Q3 		$621K Buy
1,732
+1
+0.1% +$371 0.1% 147
2023
Q2 		$639K Buy
1,731
+469
+37% +$158K 0.1% 143
2023
Q1 		$405K Sell
1,262
-111
-8% -$32.8K 0.07% 166
2022
Q4 		$366K Sell
1,373
-34
-2% -$9.4K 0.07% 172
2022
Q3 		$376K Sell
1,407
-441
-24% -$133K 0.08% 167
2022
Q2 		$518K Sell
1,848
-357
-16% -$111K 0.11% 151
2022
Q1 		$799K Buy
2,205
+543
+33% +$193K 0.15% 129
2021
Q4 		$661K Buy
1,662
+111
+7% +$42.9K 0.13% 143
2021
Q3 		$555K Sell
1,551
-59
-4% -$21.7K 0.11% 150
2021
Q2 		$571K Buy
1,610
+109
+7% +$36.7K 0.13% 139
2021
Q1 		$479K Buy
+1,501
New +$480K 0.12% 140
2015
Q1 		– Sell
-2,040
Closed -$211K – 104
2014
Q4 		$211K Sell
2,040
-1,500
-42% -$152K 0.16% 101
2014
Q3 		$350K Sell
3,540
-225
-6% -$21.9K 0.28% 77
2014
Q2 		$354K Buy
3,765
+213
+6% +$19K 0.28% 80
2014
Q1 		$312K Buy
+3,552
New +$314K 0.27% 84

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

Cahill Financial Advisors's QQQ Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Invesco QQQ Trust (QQQ) stake by 4% in Q1 2026, selling an estimated $117K and leaving 4,692 shares worth $2.71M. The position accounts for 0.29% of the portfolio, ranked #56.

Cahill Financial Advisors first reported a position in QQQ in Q1 2014 and has held it in 25 quarters since. The position peaked at $3M in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Cahill Financial Advisors held 4,692 shares of Invesco QQQ Trust worth $2.71M as of Q1 2026.
  • Cahill Financial Advisors sold 193 Invesco QQQ Trust shares in Q1 2026, an estimated $117K.
  • Invesco QQQ Trust made up 0.29% of Cahill Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • Cahill Financial Advisors first reported a position in Invesco QQQ Trust in Q1 2014 and has held it in 25 quarters since.
  • Cahill Financial Advisors's Invesco QQQ Trust position peaked at $3M in Q4 2025.
  • 3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.