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

Lodestone 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 Q3	$813K	Buy	1,099 +82	+8%	+$58.6K	0.27%	85
2026 Q2	$749K	Hold	1,017	–	–	0.26%	87
2026 Q1	$587K	Hold	1,017	–	–	0.23%	99
2025 Q4	$625K	Sell	1,017 -10	-1%	-$6.14K	0.25%	89
2025 Q3	$617K	Hold	1,027	–	–	0.28%	86
2025 Q2	$567K	Hold	1,027	–	–	0.28%	89
2025 Q1	$481K	Hold	1,027	–	–	0.26%	96
2024 Q4	$525K	Buy	1,027 +1	+0.1%	+$506	0.26%	87
2024 Q3	$501K	Sell	1,026 -208	-17%	-$98.4K	0.25%	87
2024 Q2	$591K	Buy	1,234 +36	+3%	+$16.2K	0.31%	76
2024 Q1	$532K	Sell	1,198 -27	-2%	-$11.6K	0.28%	82
2023 Q4	$501K	Buy	1,225 +268	+28%	+$102K	0.29%	81
2023 Q3	$343K	Hold	957	–	–	0.24%	94
2023 Q2	$353K	Sell	957 -58	-6%	-$19.5K	0.24%	99
2023 Q1	$326K	Buy	1,015 +1	+0.1%	+$295	0.25%	98
2022 Q4	$270K	Buy	+1,014	New	+$280K	0.22%	102

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Lodestone Wealth Management's QQQ Position: Q3 2026 in Review

Lodestone Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 8.1% in Q3 2026, buying an estimated $58.6K and bringing the position to 1,099 shares worth $813K. The position accounts for 0.27% of the portfolio, ranked #85.

Lodestone Wealth Management first reported a position in QQQ in Q4 2022 and has held it in 16 quarters since. 2,253 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Lodestone Wealth Management held 1,099 shares of Invesco QQQ Trust worth $813K as of Q3 2026.
Lodestone Wealth Management bought 82 Invesco QQQ Trust shares in Q3 2026, an estimated $58.6K.
Invesco QQQ Trust made up 0.27% of Lodestone Wealth Management's portfolio in Q3 2026, its #85 holding.
Lodestone Wealth Management first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 16 quarters since.
2,253 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.