Spurstone Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Spurstone Advisory Services’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	$11K	Buy	19 +7	+58%	+$4.25K	0.19%	26
2025 Q4	$7.37K	Hold	12	–	–	0.12%	42
2025 Q3	$7.2K	Hold	12	–	–	0.1%	55
2025 Q2	$6.62K	Buy	+12	New	+$5.97K	0.1%	80

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spurstone Advisory Services's QQQ Position: Q1 2026 in Review

Spurstone Advisory Services increased its Invesco QQQ Trust (QQQ) stake by 58% in Q1 2026, buying an estimated $4.25K and bringing the position to 19 shares worth $11K. The position accounts for 0.19% of the portfolio, ranked #26.

Spurstone Advisory Services first reported a position in QQQ in Q2 2025 and has held it in 4 quarters since. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Spurstone Advisory Services held 19 shares of Invesco QQQ Trust worth $11K as of Q1 2026.
Spurstone Advisory Services bought 7 Invesco QQQ Trust shares in Q1 2026, an estimated $4.25K.
Invesco QQQ Trust made up 0.19% of Spurstone Advisory Services's portfolio in Q1 2026, its #26 holding.
Spurstone Advisory Services first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 4 quarters since.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.