Shade Tree Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Shade Tree Advisors’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 Q3	$518K	Buy	+700	New	+$500K	0.28%	39

Other funds holding QQQ

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Shade Tree Advisors's QQQ Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 700 shares worth $518K. The stake represents 0.28% of the portfolio and ranks #39 among its holdings.

1,565 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Shade Tree Advisors held 700 shares of Invesco QQQ Trust worth $518K as of Q3 2026.
Invesco QQQ Trust was a new Shade Tree Advisors position in Q3 2026.
Invesco QQQ Trust made up 0.28% of Shade Tree Advisors's portfolio in Q3 2026, its #39 holding.
1,565 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.