Lido Advisors’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $259M | Buy |
448,675
+58,781
| +15% | +$35.7M | 0.79% | 17 |
|
|
2025
Q4 | $235M | Buy |
389,894
+9,016
| +2% | +$5.53M | 0.7% | 18 |
|
|
2025
Q3 | $229M | Buy |
380,878
+38,767
| +11% | +$22.2M | 0.72% | 19 |
|
|
2025
Q2 | $189M | Buy |
342,111
+37,130
| +12% | +$18.5M | 0.74% | 15 |
|
|
2025
Q1 | $143M | Sell |
304,981
-15,247
| -5% | -$7.75M | 0.64% | 17 |
|
|
2024
Q4 | $164M | Sell |
320,228
-110,148
| -26% | -$55.7M | 0.75% | 15 |
|
|
2024
Q3 | $110M | Buy |
430,376
+237,962
| +124% | +$113M | 0.55% | 20 |
|
|
2024
Q2 | $92.3M | Buy |
192,414
+17,299
| +10% | +$7.78M | 0.51% | 23 |
|
|
2024
Q1 | $77.8M | Buy |
175,115
+25,670
| +17% | +$11M | 0.46% | 25 |
|
|
2023
Q4 | $61.2M | Buy |
149,445
+47,698
| +47% | +$18.1M | 0.41% | 25 |
|
|
2023
Q3 | $36.5M | Buy |
101,747
+23,455
| +30% | +$8.7M | 0.28% | 40 |
|
|
2023
Q2 | $28.9M | Sell |
78,292
-6,201
| -7% | -$2.09M | 0.21% | 53 |
|
|
2023
Q1 | $27.1M | Sell |
84,493
-22,224
| -21% | -$6.56M | 0.26% | 49 |
|
|
2022
Q4 | $28.4M | Buy |
106,717
+14,014
| +15% | +$3.88M | 0.35% | 35 |
|
|
2022
Q3 | $24.8M | Buy |
92,703
+6,100
| +7% | +$1.84M | 0.31% | 35 |
|
|
2022
Q2 | $24.3M | Sell |
86,603
-5,176
| -6% | -$1.61M | 0.32% | 37 |
|
|
2022
Q1 | $33.3M | Buy |
91,779
+20,093
| +28% | +$7.14M | 0.37% | 27 |
|
|
2021
Q4 | $28.7M | Buy |
71,686
+6,290
| +10% | +$2.43M | 0.31% | 30 |
|
|
2021
Q3 | $23.4M | Buy |
65,396
+8,530
| +15% | +$3.14M | 0.33% | 36 |
|
|
2021
Q2 | $20.2M | Buy |
56,866
+4,402
| +8% | +$1.48M | 0.28% | 39 |
|
|
2021
Q1 | $16.8M | Buy |
52,464
+7,088
| +16% | +$2.27M | 0.29% | 41 |
|
|
2020
Q4 | $14.2M | Buy |
45,376
+8,384
| +23% | +$2.46M | 0.3% | 42 |
|
|
2020
Q3 | $10.3M | Buy |
36,992
+7,627
| +26% | +$2.07M | 0.26% | 43 |
|
|
2020
Q2 | $7.28M | Buy |
29,365
+1,070
| +4% | +$240K | 0.22% | 54 |
|
|
2020
Q1 | $5.4M | Sell |
28,295
-5,150
| -15% | -$1.09M | 0.23% | 65 |
|
|
2019
Q4 | $7.11M | Sell |
33,445
-166
| -0.5% | -$33.2K | 0.28% | 57 |
|
|
2019
Q3 | $6.36M | Buy |
33,611
+4,725
| +16% | +$896K | 0.32% | 50 |
|
|
2019
Q2 | $5.41M | Buy |
28,886
+875
| +3% | +$161K | 0.31% | 51 |
|
|
2019
Q1 | $5.04M | Sell |
28,011
-4,820
| -15% | -$818K | 0.33% | 49 |
|
|
2018
Q4 | $5.06M | Buy |
32,831
+8,598
| +35% | +$1.44M | 0.5% | 33 |
|
|
2018
Q3 | $4.51M | Buy |
24,233
+3,624
| +18% | +$656K | 0.44% | 34 |
|
|
2018
Q2 | $3.54M | Buy |
20,609
+5,152
| +33% | +$864K | 0.41% | 39 |
|
|
2018
Q1 | $2.48M | Buy |
15,457
+3,523
| +30% | +$582K | 0.34% | 48 |
|
|
2017
Q4 | $1.86M | Buy |
11,934
+122
| +1% | +$18.6K | 0.26% | 56 |
|
|
2017
Q3 | $1.8M | Buy |
+11,812
| New | +$1.69M | 0.29% | 49 |
|
Other funds holding QQQ
Lido Advisors's QQQ Position: Q1 2026 in Review
Lido Advisors increased its Invesco QQQ Trust (QQQ) stake by 15% in Q1 2026, buying an estimated $35.7M and bringing the position to 448,675 shares worth $259M. The position accounts for 0.79% of the portfolio, ranked #17.
Lido Advisors first reported a position in QQQ in Q3 2017 and has held it in 35 quarters since. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.
- Lido Advisors held 448,675 shares of Invesco QQQ Trust worth $259M as of Q1 2026.
- Lido Advisors bought 58,781 Invesco QQQ Trust shares in Q1 2026, an estimated $35.7M.
- Invesco QQQ Trust made up 0.79% of Lido Advisors's portfolio in Q1 2026, its #17 holding.
- Lido Advisors first reported a position in Invesco QQQ Trust in Q3 2017 and has held it in 35 quarters since.
- 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.