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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Souders Financial Advisors's QQQ Position: Q1 2026 in Review

Souders Financial Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.74% in Q1 2026, selling an estimated $6.08K and leaving 1,348 shares worth $778K. The position accounts for 0.09% of the portfolio, ranked #112.

Souders Financial Advisors first reported a position in QQQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $877K in Q2 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Souders Financial Advisors held 1,348 shares of Invesco QQQ Trust worth $778K as of Q1 2026.
  • Souders Financial Advisors sold 10 Invesco QQQ Trust shares in Q1 2026, an estimated $6.08K.
  • Invesco QQQ Trust made up 0.09% of Souders Financial Advisors's portfolio in Q1 2026, its #112 holding.
  • Souders Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 22 quarters since.
  • Souders Financial Advisors's Invesco QQQ Trust position peaked at $877K in Q2 2025.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.