Swisher Financial Concepts’s Invesco QQQ Trust QQQ Stock Holding History

Swisher Financial Concepts’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	$875K	Sell	1,515 -125	-8%	-$75.9K	0.49%	32
2025 Q4	$1.01M	Sell	1,640 -20	-1%	-$12.3K	0.57%	29
2025 Q3	$997K	Sell	1,660 -164	-9%	-$93.9K	0.6%	25
2025 Q2	$1.01M	Buy	+1,824	New	+$907K	0.65%	26
2025 Q1	–	Sell	-1,896	Closed	-$969K	–	90
2024 Q4	$969K	Buy	+1,896	New	+$959K	1.14%	19
2024 Q2	–	Sell	-11,069	Closed	-$4.87M	–	88
2024 Q1	$4.87M	Buy	11,069 +251	+2%	+$108K	4.23%	8
2023 Q4	$4.41M	Buy	+10,818	New	+$4.11M	4.25%	7

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

Swisher Financial Concepts's QQQ Position: Q1 2026 in Review

Swisher Financial Concepts reduced its Invesco QQQ Trust (QQQ) stake by 7.6% in Q1 2026, selling an estimated $75.9K and leaving 1,515 shares worth $875K. The position accounts for 0.49% of the portfolio, ranked #32.

Swisher Financial Concepts first reported a position in QQQ in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.87M in Q1 2024. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Swisher Financial Concepts held 1,515 shares of Invesco QQQ Trust worth $875K as of Q1 2026.
Swisher Financial Concepts sold 125 Invesco QQQ Trust shares in Q1 2026, an estimated $75.9K.
Invesco QQQ Trust made up 0.49% of Swisher Financial Concepts's portfolio in Q1 2026, its #32 holding.
Swisher Financial Concepts first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 7 quarters since.
Swisher Financial Concepts's Invesco QQQ Trust position peaked at $4.87M in Q1 2024.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.