Shira Ridge Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Shira Ridge Wealth Management’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	$531K	Hold	722	–	–	0.19%	51
2026 Q1	$417K	Sell	722 -9	-1%	-$5.47K	0.16%	54
2025 Q4	$449K	Hold	731	–	–	0.18%	53
2025 Q3	$439K	Hold	731	–	–	0.19%	53
2025 Q2	$403K	Hold	731	–	–	0.18%	53
2025 Q1	$343K	Hold	731	–	–	0.17%	56
2024 Q4	$374K	Sell	731 -6	-0.8%	-$3.04K	0.18%	58
2024 Q3	$360K	Buy	737 +12	+2%	+$5.68K	0.18%	61
2024 Q2	$347K	Hold	725	–	–	0.19%	59
2024 Q1	$322K	Sell	725 -4	-0.5%	-$1.72K	0.18%	62
2023 Q4	$298K	Hold	729	–	–	0.18%	63
2023 Q3	$261K	Hold	729	–	–	0.17%	60
2023 Q2	$269K	Sell	729 -9	-1%	-$3.03K	0.17%	60
2023 Q1	$237K	Buy	+738	New	+$218K	0.16%	60

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Shira Ridge Wealth Management's QQQ Position: Q2 2026 in Review

Shira Ridge Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 722 shares worth $531K. The position accounts for 0.19% of the portfolio, ranked #51.

Shira Ridge Wealth Management first reported a position in QQQ in Q1 2023 and has held it in 14 quarters since. 1,867 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Shira Ridge Wealth Management held 722 shares of Invesco QQQ Trust worth $531K as of Q2 2026.
Shira Ridge Wealth Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.19% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #51 holding.
Shira Ridge Wealth Management first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 14 quarters since.
1,867 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.