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Oder Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Oder Investment 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
Q1 		$1.98M Buy
3,434
+109
+3% +$66.2K 1.52% 20
2025
Q4 		$2.04M Sell
3,325
-318
-9% -$195K 1.48% 18
2025
Q3 		$2.19M Hold
3,643
– – 1.57% 19
2025
Q2 		$2.01M Buy
3,643
+143
+4% +$71.1K 1.52% 20
2025
Q1 		$1.64M Sell
3,500
-57
-2% -$29K 1.39% 19
2024
Q4 		$1.82M Sell
3,557
-1
-0% -$506 1.51% 19
2024
Q3 		$1.74M Sell
3,558
-128
-3% -$60.6K 1.49% 20
2024
Q2 		$1.77M Buy
3,686
+35
+1% +$15.7K 1.6% 19
2024
Q1 		$1.62M Sell
3,651
-45
-1% -$19.3K 1.51% 18
2023
Q4 		$1.51M Buy
3,696
+208
+6% +$79K 1.5% 17
2023
Q3 		$1.25M Buy
3,488
+46
+1% +$17.1K 1.35% 19
2023
Q2 		$1.27M Sell
3,442
-60
-2% -$20.2K 1.39% 18
2023
Q1 		$1.12M Buy
3,502
+277
+9% +$81.7K 1.31% 21
2022
Q4 		$859K Buy
3,225
+247
+8% +$68.3K 1.07% 27
2022
Q3 		$796K Buy
2,978
+315
+12% +$95.1K 0.93% 32
2022
Q2 		$746K Buy
2,663
+1,251
+89% +$388K 0.92% 36
2022
Q1 		$512K Buy
+1,412
New +$501K 0.58% 47
2021
Q1 		– Sell
-1,280
Closed -$401K – 389
2020
Q4 		$401K Buy
+1,280
New +$376K 0.39% 60

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oder Investment Management's QQQ Position: Q1 2026 in Review

Oder Investment Management increased its Invesco QQQ Trust (QQQ) stake by 3.3% in Q1 2026, buying an estimated $66.2K and bringing the position to 3,434 shares worth $1.98M. The position accounts for 1.52% of the portfolio, ranked #20.

Oder Investment Management first reported a position in QQQ in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.19M in Q3 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Oder Investment Management held 3,434 shares of Invesco QQQ Trust worth $1.98M as of Q1 2026.
  • Oder Investment Management bought 109 Invesco QQQ Trust shares in Q1 2026, an estimated $66.2K.
  • Invesco QQQ Trust made up 1.52% of Oder Investment Management's portfolio in Q1 2026, its #20 holding.
  • Oder Investment Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 18 quarters since.
  • Oder Investment Management's Invesco QQQ Trust position peaked at $2.19M in Q3 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.