Lakeridge Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Lakeridge Wealth Management’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 Q2	$634K	Hold	861	–	–	0.23%	88
2026 Q1	$497K	Sell	861 -100	-10%	-$60.8K	0.21%	93
2025 Q4	$590K	Buy	961 +101	+12%	+$62K	0.27%	81
2025 Q3	$516K	Hold	860	–	–	0.23%	83
2025 Q2	$475K	Hold	860	–	–	0.22%	88
2025 Q1	$403K	Buy	860 +25	+3%	+$12.7K	0.2%	96
2024 Q4	$427K	Buy	835 +35	+4%	+$17.7K	0.22%	89
2024 Q3	$390K	Hold	800	–	–	0.21%	90
2024 Q2	$383K	Hold	800	–	–	0.23%	85
2024 Q1	$355K	Hold	800	–	–	0.23%	86
2023 Q4	$327K	Buy	+800	New	+$304K	0.24%	86

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lakeridge Wealth Management's QQQ Position: Q2 2026 in Review

Lakeridge Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 861 shares worth $634K. The position accounts for 0.23% of the portfolio, ranked #88.

Lakeridge Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Lakeridge Wealth Management held 861 shares of Invesco QQQ Trust worth $634K as of Q2 2026.
Lakeridge Wealth Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.23% of Lakeridge Wealth Management's portfolio in Q2 2026, its #88 holding.
Lakeridge Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.