Lloyd Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Lloyd Advisory Services’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	$1.43M	Buy	2,475 +2,250	+1,000%	+$1.37M	0.41%	25
2025 Q4	$138K	Sell	225 -2,340	-91%	-$1.44M	0.05%	150
2025 Q3	$1.54M	Buy	+2,565	New	+$1.47M	0.72%	29
2024 Q2	–	Sell	-1,575	Closed	-$699K	–	176
2024 Q1	$699K	Buy	+1,575	New	+$675K	0.15%	111
2022 Q2	–	Sell	-9,509	Closed	-$3.45M	–	439
2022 Q1	$3.45M	Buy	9,509 +9,219	+3,179%	+$3.27M	1.61%	15
2021 Q4	$115K	Sell	290 -8,979	-97%	-$3.47M	0.05%	130
2021 Q3	$3.32M	Buy	9,269 +8,865	+2,194%	+$3.26M	1.71%	15
2021 Q2	$143K	Sell	404 -7,756	-95%	-$2.61M	0.07%	94
2021 Q1	$2.6M	Sell	8,160 -23,191	-74%	-$7.42M	1.42%	21
2020 Q4	$9.84M	Buy	31,351 +5,105	+19%	+$1.5M	5.38%	4
2020 Q3	$7.29M	Sell	26,246 -2,126	-7%	-$577K	4.43%	5
2020 Q2	$7.03M	Buy	28,372 +3,656	+15%	+$819K	4.42%	5
2020 Q1	$4.71M	Buy	24,716 +4,228	+21%	+$895K	3.48%	6
2019 Q4	$4.36M	Buy	+20,488	New	+$4.1M	3.96%	7

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

Lloyd Advisory Services's QQQ Position: Q1 2026 in Review

Lloyd Advisory Services increased its Invesco QQQ Trust (QQQ) stake by 1,000% in Q1 2026, buying an estimated $1.37M and bringing the position to 2,475 shares worth $1.43M. The position accounts for 0.41% of the portfolio, ranked #25.

Lloyd Advisory Services first reported a position in QQQ in Q4 2019 and has held it in 14 quarters since. The position peaked at $9.84M in Q4 2020. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Lloyd Advisory Services held 2,475 shares of Invesco QQQ Trust worth $1.43M as of Q1 2026.
Lloyd Advisory Services bought 2,250 Invesco QQQ Trust shares in Q1 2026, an estimated $1.37M.
Invesco QQQ Trust made up 0.41% of Lloyd Advisory Services's portfolio in Q1 2026, its #25 holding.
Lloyd Advisory Services first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 14 quarters since.
Lloyd Advisory Services's Invesco QQQ Trust position peaked at $9.84M in Q4 2020.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.