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Savvy Advisors Inc’s Invesco QQQ Trust QQQ Stock Holding History

Savvy Advisors Inc’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 		$25.3M Sell
34,350
-1,641
-5% -$1.13M 0.54% 35
2026
Q1 		$20.8M Sell
35,991
-675
-2% -$410K 0.55% 35
2025
Q4 		$22.5M Buy
36,666
+10,207
+39% +$6.26M 0.73% 26
2025
Q3 		$15.9M Buy
26,459
+2,112
+9% +$1.21M 0.73% 25
2025
Q2 		$13.4M Buy
24,347
+7,693
+46% +$3.83M 0.9% 18
2025
Q1 		$7.81M Buy
16,654
+5,123
+44% +$2.6M 0.79% 23
2024
Q4 		$5.9M Buy
11,531
+1,010
+10% +$511K 0.71% 22
2024
Q3 		$5.13M Buy
10,521
+641
+6% +$303K 1.04% 17
2024
Q2 		$4.73M Buy
9,880
+2,012
+26% +$905K 1.54% 12
2024
Q1 		$3.49M Buy
7,868
+1,574
+25% +$675K 2.01% 6
2023
Q4 		$2.58M Buy
+6,294
New +$2.39M 2.5% 6

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Savvy Advisors Inc's QQQ Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Invesco QQQ Trust (QQQ) stake by 4.6% in Q2 2026, selling an estimated $1.13M and leaving 34,350 shares worth $25.3M. The position accounts for 0.54% of the portfolio, ranked #35.

Savvy Advisors Inc first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Savvy Advisors Inc held 34,350 shares of Invesco QQQ Trust worth $25.3M as of Q2 2026.
  • Savvy Advisors Inc sold 1,641 Invesco QQQ Trust shares in Q2 2026, an estimated $1.13M.
  • Invesco QQQ Trust made up 0.54% of Savvy Advisors Inc's portfolio in Q2 2026, its #35 holding.
  • Savvy Advisors Inc first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.