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

Evernest 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	$1.91M	Buy	2,880 +3	+0.1%	+$1.82K	0.4%	38
2025 Q4	$1.77M	Buy	2,877 +7	+0.2%	+$4.29K	0.37%	41
2025 Q3	$1.72M	Buy	2,870 +3	+0.1%	+$1.72K	0.48%	42
2025 Q2	$1.58M	Buy	2,867 +8	+0.3%	+$3.98K	0.51%	40
2025 Q1	$1.34M	Sell	2,859 -95	-3%	-$48.3K	0.48%	43
2024 Q4	$1.51M	Buy	2,954 +98	+3%	+$49.6K	0.39%	44
2024 Q3	$1.39M	Buy	2,856 +16	+0.6%	+$7.57K	0.38%	43
2024 Q2	$1.36M	Hold	2,840	–	–	0.61%	32
2024 Q1	$1.18M	Buy	2,840 +33	+1%	+$14.1K	0.56%	36
2023 Q4	$1.15M	Buy	+2,807	New	+$1.07M	0.58%	41
2021 Q4	$1.24M	Buy	+2,840	New	+$1.1M	0.64%	32

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

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

Evernest Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.1% in Q1 2026, buying an estimated $1.82K and bringing the position to 2,880 shares worth $1.91M. The position accounts for 0.4% of the portfolio, ranked #38.

Evernest Financial Advisors first reported a position in QQQ in Q4 2021 and has held it in 11 quarters since. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Evernest Financial Advisors held 2,880 shares of Invesco QQQ Trust worth $1.91M as of Q1 2026.
Evernest Financial Advisors bought 3 Invesco QQQ Trust shares in Q1 2026, an estimated $1.82K.
Invesco QQQ Trust made up 0.4% of Evernest Financial Advisors's portfolio in Q1 2026, its #38 holding.
Evernest Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 11 quarters since.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.