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 | $4.27M | Sell |
7,400
-12,400
| -63% | -$7.53M | 0.01% | 487 |
|
|
2025
Q4 | $12.2M | Buy |
19,800
+400
| +2% | +$245K | 0.04% | 297 |
|
|
2025
Q3 | $11.6M | Sell |
19,400
-400
| -2% | -$229K | 0.04% | 287 |
|
|
2025
Q2 | $10.9M | Buy |
19,800
+5,600
| +39% | +$2.79M | 0.04% | 245 |
|
|
2025
Q1 | $6.66M | Sell |
14,200
-600
| -4% | -$305K | 0.03% | 301 |
|
|
2024
Q4 | $7.57M | Sell |
14,800
-9,000
| -38% | -$4.55M | 0.03% | 257 |
|
|
2024
Q3 | $10.2M | Buy |
23,800
+6,400
| +37% | +$3.03M | 0.05% | 198 |
|
|
2024
Q2 | $8.34M | Buy |
17,400
+2,900
| +20% | +$1.3M | 0.05% | 207 |
|
|
2024
Q1 | $6.44M | Sell |
14,500
-200
| -1% | -$85.8K | 0.04% | 243 |
|
|
2023
Q4 | $6.02M | Buy |
14,700
+2,700
| +23% | +$1.02M | 0.04% | 239 |
|
|
2023
Q3 | $4.3M | Sell |
12,000
-100
| -0.8% | -$37.1K | 0.03% | 266 |
|
|
2023
Q2 | $4.47M | Buy |
12,100
+7,300
| +152% | +$2.46M | 0.03% | 241 |
|
|
2023
Q1 | $1.54M | Sell |
4,800
-4,000
| -45% | -$1.18M | 0.02% | 391 |
|
|
2022
Q4 | $2.34M | Sell |
8,800
-2,500
| -22% | -$691K | 0.03% | 271 |
|
|
2022
Q3 | $3.02M | Buy |
11,300
+1,600
| +16% | +$483K | 0.04% | 197 |
|
|
2022
Q2 | $2.72M | Sell |
9,700
-1,900
| -16% | -$590K | 0.04% | 194 |
|
|
2022
Q1 | $4.21M | Buy |
11,600
+3,900
| +51% | +$1.39M | 0.05% | 163 |
|
|
2021
Q4 | $3.08M | Sell |
7,700
-3,200
| -29% | -$1.24M | 0.03% | 211 |
|
|
2021
Q3 | $3.9M | Sell |
10,900
-2,300
| -17% | -$847K | 0.05% | 181 |
|
|
2021
Q2 | $4.68M | Sell |
13,200
-500
| -4% | -$168K | 0.07% | 159 |
|
|
2021
Q1 | $4.37M | Buy |
13,700
+3,000
| +28% | +$959K | 0.08% | 150 |
|
|
2020
Q4 | $3.36M | Sell |
10,700
-7,800
| -42% | -$2.29M | 0.07% | 155 |
|
|
2020
Q3 | $5.14M | Buy |
18,500
+5,300
| +40% | +$1.44M | 0.13% | 96 |
|
|
2020
Q2 | $3.27M | Sell |
13,200
-900
| -6% | -$202K | 0.1% | 120 |
|
|
2020
Q1 | $2.68M | Hold |
14,100
| – | – | 0.11% | 113 |
|
|
2019
Q4 | $3M | Sell |
14,100
-11,000
| -44% | -$2.2M | 0.12% | 112 |
|
|
2019
Q3 | $4.74M | Hold |
25,100
| – | – | 0.24% | 63 |
|
|
2019
Q2 | $4.69M | Sell |
25,100
-400
| -2% | -$73.6K | 0.27% | 58 |
|
|
2019
Q1 | $4.58M | Buy |
25,500
+1,100
| +5% | +$187K | 0.3% | 54 |
|
|
2018
Q4 | $3.76M | Buy |
24,400
+10,200
| +72% | +$1.71M | 0.37% | 43 |
|
|
2018
Q3 | $2.64M | Buy |
+14,200
| New | +$2.57M | 0.26% | 66 |
|
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. 3,824 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.
- 3,824 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.