Lutz Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

Lutz Financial 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	$311K	Sell	539 -12	-2%	-$7.29K	0.02%	91
2025 Q4	$339K	Buy	551 +12	+2%	+$7.36K	0.02%	90
2025 Q3	$324K	Hold	539	–	–	0.02%	85
2025 Q2	$297K	Hold	539	–	–	0.02%	86
2025 Q1	$253K	Hold	539	–	–	0.02%	87
2024 Q4	$276K	Buy	+539	New	+$273K	0.02%	81
2020 Q2	–	Sell	-2,498	Closed	-$476K	–	63
2020 Q1	$476K	Buy	+2,498	New	+$529K	0.11%	52

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

Lutz Financial Services's QQQ Position: Q1 2026 in Review

Lutz Financial Services reduced its Invesco QQQ Trust (QQQ) stake by 2.2% in Q1 2026, selling an estimated $7.29K and leaving 539 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #91.

Lutz Financial Services first reported a position in QQQ in Q1 2020 and has held it in 7 quarters since. The position peaked at $476K in Q1 2020. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Lutz Financial Services held 539 shares of Invesco QQQ Trust worth $311K as of Q1 2026.
Lutz Financial Services sold 12 Invesco QQQ Trust shares in Q1 2026, an estimated $7.29K.
Invesco QQQ Trust made up 0.02% of Lutz Financial Services's portfolio in Q1 2026, its #91 holding.
Lutz Financial Services first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 7 quarters since.
Lutz Financial Services's Invesco QQQ Trust position peaked at $476K in Q1 2020.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.