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

Meeder 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	$2.16M	Sell	3,737 -266	-7%	-$162K	0.09%	163
2025 Q4	$2.46M	Buy	4,003 +1,574	+65%	+$966K	0.11%	131
2025 Q3	$1.46M	Sell	2,429 -23	-0.9%	-$13.2K	0.07%	198
2025 Q2	$1.35M	Buy	2,452 +296	+14%	+$147K	0.07%	198
2025 Q1	$1.01M	Sell	2,156 -219	-9%	-$111K	0.06%	238
2024 Q4	$1.21M	Sell	2,375 -146	-6%	-$73.8K	0.08%	204
2024 Q3	$1.23M	Sell	2,521 -391	-13%	-$185K	0.08%	196
2024 Q2	$1.4M	Buy	+2,912	New	+$1.31M	0.1%	170
2024 Q1	–	Sell	-1,340	Closed	-$549K	–	455
2023 Q4	$549K	Sell	1,340 -793	-37%	-$301K	0.06%	253
2023 Q3	$764K	Sell	2,133 -1,330	-38%	-$493K	0.1%	174
2023 Q2	$1.28M	Buy	3,463 +343	+11%	+$115K	0.14%	126
2023 Q1	$1M	Sell	3,120 -6	-0.2%	-$1.77K	0.12%	151
2022 Q4	$832K	Buy	+3,126	New	+$864K	0.11%	185

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

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

Meeder Advisory Services reduced its Invesco QQQ Trust (QQQ) stake by 6.6% in Q1 2026, selling an estimated $162K and leaving 3,737 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #163.

Meeder Advisory Services first reported a position in QQQ in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.46M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Meeder Advisory Services held 3,737 shares of Invesco QQQ Trust worth $2.16M as of Q1 2026.
Meeder Advisory Services sold 266 Invesco QQQ Trust shares in Q1 2026, an estimated $162K.
Invesco QQQ Trust made up 0.09% of Meeder Advisory Services's portfolio in Q1 2026, its #163 holding.
Meeder Advisory Services first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 13 quarters since.
Meeder Advisory Services's Invesco QQQ Trust position peaked at $2.46M in Q4 2025.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.