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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 4,014 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.
4,014 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.