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Souders Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Souders Financial 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
Q2 		$1.01M Buy
1,372
+24
+2% +$16.5K 0.1% 98
2026
Q1 		$778K Sell
1,348
-10
-0.7% -$6.08K 0.09% 112
2025
Q4 		$834K Buy
1,358
+5
+0.4% +$3.07K 0.1% 100
2025
Q3 		$812K Sell
1,353
-237
-15% -$136K 0.1% 102
2025
Q2 		$877K Buy
1,590
+37
+2% +$18.4K 0.11% 97
2025
Q1 		$728K Buy
1,553
+116
+8% +$58.9K 0.1% 111
2024
Q4 		$735K Buy
1,437
+36
+3% +$18.2K 0.1% 111
2024
Q3 		$684K Buy
1,401
+206
+17% +$97.5K 0.1% 114
2024
Q2 		$573K Sell
1,195
-70
-6% -$31.5K 0.09% 116
2024
Q1 		$562K Sell
1,265
-41
-3% -$17.6K 0.09% 118
2023
Q4 		$535K Sell
1,306
-77
-6% -$29.2K 0.09% 116
2023
Q3 		$496K Buy
1,383
+33
+2% +$12.2K 0.1% 117
2023
Q2 		$499K Sell
1,350
-10
-0.7% -$3.37K 0.1% 118
2023
Q1 		$437K Sell
1,360
-182
-12% -$53.7K 0.09% 119
2022
Q4 		$411K Buy
1,542
+159
+11% +$44K 0.09% 125
2022
Q3 		$370K Sell
1,383
-71
-5% -$21.4K 0.1% 124
2022
Q2 		$407K Buy
1,454
+177
+14% +$54.9K 0.12% 109
2022
Q1 		$463K Buy
1,277
+264
+26% +$93.8K 0.13% 107
2021
Q4 		$403K Buy
1,013
+143
+16% +$55.2K 0.12% 105
2021
Q3 		$311K Buy
870
+20
+2% +$7.37K 0.1% 110
2021
Q2 		$301K Buy
850
+29
+4% +$9.75K 0.1% 111
2021
Q1 		$262K Buy
821
+182
+28% +$58.2K 0.1% 109
2020
Q4 		$200K Buy
+639
New +$188K 0.09% 107

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Souders Financial Advisors's QQQ Position: Q2 2026 in Review

Souders Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 1.8% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,372 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #98.

Souders Financial Advisors first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 4,010 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Souders Financial Advisors held 1,372 shares of Invesco QQQ Trust worth $1.01M as of Q2 2026.
  • Souders Financial Advisors bought 24 Invesco QQQ Trust shares in Q2 2026, an estimated $16.5K.
  • Invesco QQQ Trust made up 0.1% of Souders Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • Souders Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 4,010 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.