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Ritter Daniher Financial Advisory’s Invesco QQQ Trust QQQ Stock Holding History

Ritter Daniher Financial Advisory’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
Q2 		$8.83M Sell
11,986
-286
-2% -$197K 1.34% 15
2026
Q1 		$7.08M Buy
12,272
+111
+0.9% +$67.4K 1.2% 16
2025
Q4 		$7.47M Buy
12,161
+198
+2% +$121K 1.25% 15
2025
Q3 		$7.18M Buy
11,963
+11,817
+8,094% +$6.77M 1.26% 16
2025
Q2 		$80.5K Hold
146
– – 0.02% 142
2025
Q1 		$68.4K Hold
146
– – 0.02% 133
2024
Q4 		$74.6K Hold
146
– – 0.02% 133
2024
Q3 		$71.2K Buy
146
+63
+76% +$29.8K 0.02% 130
2024
Q2 		$39.8K Sell
83
-25
-23% -$11.2K 0.01% 169
2024
Q1 		$48K Hold
108
– – 0.02% 149
2023
Q4 		$44.2K Sell
108
-218
-67% -$82.8K 0.02% 159
2023
Q3 		$117K Hold
326
– – 0.05% 99
2023
Q2 		$121K Sell
326
-27
-8% -$9.09K 0.05% 92
2023
Q1 		$113K Hold
353
– – 0.05% 94
2022
Q4 		$94.1K Hold
353
– – 0.04% 105
2022
Q3 		$94K Hold
353
– – 0.07% 91
2022
Q2 		$99K Buy
353
+102
+41% +$31.7K 0.07% 87
2022
Q1 		$91K Hold
251
– – 0.06% 87
2021
Q4 		$100K Sell
251
-175
-41% -$67.6K 0.07% 86
2021
Q3 		$153K Buy
426
+175
+70% +$64.4K 0.11% 64
2021
Q2 		$89K Hold
251
– – 0.07% 81
2021
Q1 		$80K Hold
251
– – 0.06% 77
2020
Q4 		$79K Buy
+251
New +$73.7K 0.07% 74

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ritter Daniher Financial Advisory's QQQ Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Invesco QQQ Trust (QQQ) stake by 2.3% in Q2 2026, selling an estimated $197K and leaving 11,986 shares worth $8.83M. The position accounts for 1.34% of the portfolio, ranked #15.

Ritter Daniher Financial Advisory first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Ritter Daniher Financial Advisory held 11,986 shares of Invesco QQQ Trust worth $8.83M as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 286 Invesco QQQ Trust shares in Q2 2026, an estimated $197K.
  • Invesco QQQ Trust made up 1.34% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #15 holding.
  • Ritter Daniher Financial Advisory first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.