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 Q3	$560K	Buy	757 +35	+5%	+$25K	0.19%	46
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Shira Ridge Wealth Management's QQQ Position: Q3 2026 in Review

Shira Ridge Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 4.8% in Q3 2026, buying an estimated $25K and bringing the position to 757 shares worth $560K. The position accounts for 0.19% of the portfolio, ranked #46.

Shira Ridge Wealth Management first reported a position in QQQ in Q1 2023 and has held it in 15 quarters since. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Shira Ridge Wealth Management held 757 shares of Invesco QQQ Trust worth $560K as of Q3 2026.
Shira Ridge Wealth Management bought 35 Invesco QQQ Trust shares in Q3 2026, an estimated $25K.
Invesco QQQ Trust made up 0.19% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #46 holding.
Shira Ridge Wealth Management first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 15 quarters since.
241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.