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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
Q1 		$57.7K Hold
100
– – ﹤0.01% 1126
2025
Q4 		$1.46K Buy
+100
New +$61.4K ﹤0.01% 1013

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
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.