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 | $312M | Buy |
541,400
+323,900
| +149% | +$197M | 0.96% | 13 |
|
|
2025
Q4 | $134M | Sell |
217,500
-1,800
| -0.8% | -$1.1M | 0.4% | 36 |
|
|
2025
Q3 | $132M | Buy |
219,300
+53,700
| +32% | +$30.8M | 0.41% | 35 |
|
|
2025
Q2 | $91.4M | Buy |
165,600
+51,300
| +45% | +$25.5M | 0.36% | 40 |
|
|
2025
Q1 | $49.1M | Buy |
114,300
+1,200
| +1% | +$610K | 0.22% | 65 |
|
|
2024
Q4 | $57.8M | Sell |
113,100
-6,500
| -5% | -$3.29M | 0.26% | 49 |
|
|
2024
Q3 | $58.2M | Buy |
119,600
+28,500
| +31% | +$13.5M | 0.29% | 35 |
|
|
2024
Q2 | $43.6M | Buy |
91,100
+4,900
| +6% | +$2.2M | 0.24% | 44 |
|
|
2024
Q1 | $38.3M | Buy |
86,200
+9,000
| +12% | +$3.86M | 0.23% | 50 |
|
|
2023
Q4 | $31.6M | Buy |
77,200
+10,500
| +16% | +$3.99M | 0.21% | 49 |
|
|
2023
Q3 | $23.9M | Buy |
66,700
+18,900
| +40% | +$7.01M | 0.18% | 61 |
|
|
2023
Q2 | $17.7M | Buy |
47,800
+4,900
| +11% | +$1.65M | 0.13% | 90 |
|
|
2023
Q1 | $13.8M | Sell |
42,900
-10,700
| -20% | -$3.16M | 0.13% | 93 |
|
|
2022
Q4 | $14.3M | Sell |
53,600
-11,800
| -18% | -$3.26M | 0.17% | 71 |
|
|
2022
Q3 | $17.5M | Buy |
65,400
+4,500
| +7% | +$1.36M | 0.22% | 46 |
|
|
2022
Q2 | $17.1M | Buy |
60,900
+400
| +0.7% | +$124K | 0.23% | 48 |
|
|
2022
Q1 | $21.9M | Buy |
60,500
+11,400
| +23% | +$4.05M | 0.24% | 44 |
|
|
2021
Q4 | $19.7M | Sell |
49,100
-5,100
| -9% | -$1.97M | 0.21% | 48 |
|
|
2021
Q3 | $19.4M | Sell |
54,200
-300
| -0.6% | -$110K | 0.27% | 42 |
|
|
2021
Q2 | $19.3M | Buy |
54,500
+8,900
| +20% | +$2.99M | 0.27% | 40 |
|
|
2021
Q1 | $14.6M | Sell |
45,600
-5,900
| -11% | -$1.89M | 0.25% | 49 |
|
|
2020
Q4 | $16.2M | Buy |
51,500
+10,000
| +24% | +$2.94M | 0.34% | 35 |
|
|
2020
Q3 | $11.5M | Buy |
41,500
+17,500
| +73% | +$4.75M | 0.3% | 40 |
|
|
2020
Q2 | $5.94M | Sell |
24,000
-2,100
| -8% | -$471K | 0.18% | 75 |
|
|
2020
Q1 | $4.97M | Buy |
26,100
+9,200
| +54% | +$1.95M | 0.21% | 67 |
|
|
2019
Q4 | $3.59M | Sell |
16,900
-100
| -0.6% | -$20K | 0.14% | 100 |
|
|
2019
Q3 | $3.21M | Buy |
17,000
+6,700
| +65% | +$1.27M | 0.16% | 90 |
|
|
2019
Q2 | $1.92M | Buy |
10,300
+1,800
| +21% | +$331K | 0.11% | 113 |
|
|
2019
Q1 | $1.53M | Buy |
8,500
+4,400
| +107% | +$747K | 0.1% | 126 |
|
|
2018
Q4 | $632K | Hold |
4,100
| – | – | 0.06% | 192 |
|
|
2018
Q3 | $761K | Buy |
4,100
+1,500
| +58% | +$271K | 0.07% | 166 |
|
|
2018
Q2 | $446K | Buy |
+2,600
| New | +$436K | 0.05% | 234 |
|
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.