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 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 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

Savvy Advisors Inc's QQQ Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Invesco QQQ Trust (QQQ) stake by 1.8% in Q1 2026, selling an estimated $410K and leaving 35,991 shares worth $20.8M. The position accounts for 0.55% of the portfolio, ranked #35.

Savvy Advisors Inc first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.5M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Savvy Advisors Inc held 35,991 shares of Invesco QQQ Trust worth $20.8M as of Q1 2026.
Savvy Advisors Inc sold 675 Invesco QQQ Trust shares in Q1 2026, an estimated $410K.
Invesco QQQ Trust made up 0.55% of Savvy Advisors Inc's portfolio in Q1 2026, its #35 holding.
Savvy Advisors Inc first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
Savvy Advisors Inc's Invesco QQQ Trust position peaked at $22.5M in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.