Ruedi Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Ruedi Wealth 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	$289K	Sell	501 -47	-9%	-$28.6K	0.07%	54
2025 Q4	$336K	Buy	548 +1	+0.2%	+$614	0.09%	50
2025 Q3	$328K	Hold	547	–	–	0.09%	49
2025 Q2	$301K	Buy	547 +42	+8%	+$20.9K	0.09%	50
2025 Q1	$237K	Sell	505 -141	-22%	-$71.6K	0.07%	47
2024 Q4	$330K	Sell	646 -170	-21%	-$86K	0.1%	41
2024 Q3	$398K	Buy	816 +1	+0.1%	+$473	0.14%	40
2024 Q2	$391K	Hold	815	–	–	0.15%	38
2024 Q1	$362K	Buy	815 +2	+0.2%	+$858	0.15%	39
2023 Q4	$333K	Hold	813	–	–	0.16%	36
2023 Q3	$291K	Buy	813 +75	+10%	+$27.8K	0.17%	36
2023 Q2	$273K	Sell	738 -45	-6%	-$15.1K	0.16%	37
2023 Q1	$251K	Buy	783 +29	+4%	+$8.56K	0.16%	37
2022 Q4	$201K	Buy	+754	New	+$208K	0.14%	40

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

Ruedi Wealth Management's QQQ Position: Q1 2026 in Review

Ruedi Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 8.6% in Q1 2026, selling an estimated $28.6K and leaving 501 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #54.

Ruedi Wealth Management first reported a position in QQQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $398K in Q3 2024. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Ruedi Wealth Management held 501 shares of Invesco QQQ Trust worth $289K as of Q1 2026.
Ruedi Wealth Management sold 47 Invesco QQQ Trust shares in Q1 2026, an estimated $28.6K.
Invesco QQQ Trust made up 0.07% of Ruedi Wealth Management's portfolio in Q1 2026, its #54 holding.
Ruedi Wealth Management first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Invesco QQQ Trust position peaked at $398K in Q3 2024.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.