Security National Bank of So Dak’s Invesco QQQ Trust QQQ Stock Holding History

Security National Bank of So Dak’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	$327K	Hold	567	–	–	0.16%	99
2025 Q4	$348K	Hold	567	–	–	0.17%	89
2025 Q3	$340K	Hold	567	–	–	0.17%	88
2025 Q2	$313K	Sell	567 -579	-51%	-$288K	0.17%	89
2025 Q1	$537K	Hold	1,146	–	–	0.3%	73
2024 Q4	$586K	Buy	+1,146	New	+$580K	0.33%	68

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 $445B AUM 25.58% 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

Security National Bank of So Dak's QQQ Position: Q1 2026 in Review

Security National Bank of So Dak held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 567 shares worth $327K. The position accounts for 0.16% of the portfolio, ranked #99.

Security National Bank of So Dak first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $586K in Q4 2024. 3,831 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Security National Bank of So Dak held 567 shares of Invesco QQQ Trust worth $327K as of Q1 2026.
Security National Bank of So Dak left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.16% of Security National Bank of So Dak's portfolio in Q1 2026, its #99 holding.
Security National Bank of So Dak first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
Security National Bank of So Dak's Invesco QQQ Trust position peaked at $586K in Q4 2024.
3,831 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.