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Summit Investment Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Summit Investment 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 		$263K Buy
457
+1
+0.2% +$608 0.1% 66
2025
Q4 		$280K Buy
456
+82
+22% +$50.3K 0.11% 62
2025
Q3 		$225K Buy
+374
New +$214K 0.09% 72
2024
Q3 		– Sell
-7,880
Closed -$3.78M – 92
2024
Q2 		$3.78M Buy
+7,880
New +$3.54M 4.44% 8

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

Summit Investment Advisory Services's QQQ Position: Q1 2026 in Review

Summit Investment Advisory Services increased its Invesco QQQ Trust (QQQ) stake by 0.22% in Q1 2026, buying an estimated $608 and bringing the position to 457 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #66.

Summit Investment Advisory Services first reported a position in QQQ in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.78M in Q2 2024. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Summit Investment Advisory Services held 457 shares of Invesco QQQ Trust worth $263K as of Q1 2026.
  • Summit Investment Advisory Services bought 1 Invesco QQQ Trust share in Q1 2026, an estimated $608.
  • Invesco QQQ Trust made up 0.1% of Summit Investment Advisory Services's portfolio in Q1 2026, its #66 holding.
  • Summit Investment Advisory Services first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 4 quarters since.
  • Summit Investment Advisory Services's Invesco QQQ Trust position peaked at $3.78M in Q2 2024.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.