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

Oldfather 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
2025
Q4 		$870K Buy
1,416
+101
+8% +$62K 0.26% 41
2025
Q3 		$789K Buy
1,315
+1
+0.1% +$573 0.25% 40
2025
Q2 		$725K Sell
1,314
-41
-3% -$20.4K 0.25% 41
2025
Q1 		$635K Buy
1,355
+577
+74% +$293K 0.24% 42
2024
Q4 		$398K Buy
778
+1
+0.1% +$506 0.15% 53
2024
Q3 		$379K Sell
777
-710
-48% -$336K 0.15% 53
2024
Q2 		$713K Hold
1,487
– – 0.29% 34
2024
Q1 		$660K Buy
1,487
+711
+92% +$305K 0.27% 37
2023
Q4 		$318K Sell
776
-52
-6% -$19.7K 0.14% 50
2023
Q3 		$296K Buy
828
+1
+0.1% +$371 0.15% 49
2023
Q2 		$305K Buy
827
+1
+0.1% +$337 0.15% 51
2023
Q1 		$265K Buy
826
+25
+3% +$7.38K 0.14% 55
2022
Q4 		$213K Sell
801
-950
-54% -$263K 0.12% 60
2022
Q3 		$468K Buy
+1,751
New +$528K 0.29% 40
2021
Q4 		– Sell
-525
Closed -$207K – 65
2021
Q3 		$207K Buy
+525
New +$193K 0.11% 61

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oldfather Financial Services's QQQ Position: Q4 2025 in Review

Oldfather Financial Services increased its Invesco QQQ Trust (QQQ) stake by 7.7% in Q4 2025, buying an estimated $62K and bringing the position to 1,416 shares worth $870K. The position accounts for 0.26% of the portfolio, ranked #41.

Oldfather Financial Services first reported a position in QQQ in Q3 2021 and has held it in 15 quarters since. 3,852 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • Oldfather Financial Services held 1,416 shares of Invesco QQQ Trust worth $870K as of Q4 2025.
  • Oldfather Financial Services bought 101 Invesco QQQ Trust shares in Q4 2025, an estimated $62K.
  • Invesco QQQ Trust made up 0.26% of Oldfather Financial Services's portfolio in Q4 2025, its #41 holding.
  • Oldfather Financial Services first reported a position in Invesco QQQ Trust in Q3 2021 and has held it in 15 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.