Kelman-Lazarov Inc’s Invesco QQQ Trust QQQ Stock Holding History

Kelman-Lazarov Inc’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	$1.08M	Buy	1,879 +791	+73%	+$481K	0.16%	59
2025 Q4	$668K	Buy	1,088 +315	+41%	+$193K	0.1%	81
2025 Q3	$464K	Buy	+773	New	+$443K	0.07%	91
2017 Q1	–	Sell	-1,128	Closed	-$134K	–	215
2016 Q4	$134K	Hold	1,128	–	–	0.08%	125
2016 Q3	$134K	Sell	1,128 -195	-15%	-$22.5K	0.08%	124
2016 Q2	$143K	Buy	1,323 +195	+17%	+$21.1K	0.08%	122
2016 Q1	$124K	Buy	+1,128	New	+$117K	0.07%	138

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

Kelman-Lazarov Inc's QQQ Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Invesco QQQ Trust (QQQ) stake by 73% in Q1 2026, buying an estimated $481K and bringing the position to 1,879 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #59.

Kelman-Lazarov Inc first reported a position in QQQ in Q1 2016 and has held it in 7 quarters since. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Kelman-Lazarov Inc held 1,879 shares of Invesco QQQ Trust worth $1.08M as of Q1 2026.
Kelman-Lazarov Inc bought 791 Invesco QQQ Trust shares in Q1 2026, an estimated $481K.
Invesco QQQ Trust made up 0.16% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #59 holding.
Kelman-Lazarov Inc first reported a position in Invesco QQQ Trust in Q1 2016 and has held it in 7 quarters since.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.