Ted Buchan & Co
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Ted Buchan & Co’s Invesco QQQ Trust QQQ Stock Holding History

Ted Buchan & Co’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
Q3 		$1.01M Buy
1,360
+4
+0.3% +$2.86K 0.33% 57
2026
Q2 		$999K Buy
1,356
+19
+1% +$13.1K 0.33% 57
2026
Q1 		$772K Sell
1,337
-30
-2% -$18.2K 0.28% 58
2025
Q4 		$840K Buy
1,367
+1,025
+300% +$629K 0.31% 58
2025
Q3 		$205K Sell
342
-1,062
-76% -$608K 0.08% 81
2025
Q2 		$775K Buy
1,404
+51
+4% +$25.4K 0.31% 59
2025
Q1 		$634K Hold
1,353
– – 0.3% 56
2024
Q4 		$692K Buy
1,353
+12
+0.9% +$6.07K 0.33% 53
2024
Q3 		$655K Sell
1,341
-22
-2% -$10.4K 0.31% 54
2024
Q2 		$653K Sell
1,363
-52
-4% -$23.4K 0.35% 47
2024
Q1 		$628K Hold
1,415
– – 0.39% 48
2023
Q4 		$579K Hold
1,415
– – 0.42% 50
2023
Q3 		$507K Sell
1,415
-48
-3% -$17.8K 0.41% 49
2023
Q2 		$540K Sell
1,463
-19
-1% -$6.4K 0.42% 49
2023
Q1 		$476K Buy
1,482
+80
+6% +$23.6K 0.4% 49
2022
Q4 		$373K Buy
+1,402
New +$388K 0.35% 53

Other funds holding QQQ

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Ted Buchan & Co's QQQ Position: Q3 2026 in Review

Ted Buchan & Co increased its Invesco QQQ Trust (QQQ) stake by 0.29% in Q3 2026, buying an estimated $2.86K and bringing the position to 1,360 shares worth $1.01M. The position accounts for 0.33% of the portfolio, ranked #57.

Ted Buchan & Co first reported a position in QQQ in Q4 2022 and has held it in 16 quarters since. 1,565 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Ted Buchan & Co held 1,360 shares of Invesco QQQ Trust worth $1.01M as of Q3 2026.
  • Ted Buchan & Co bought 4 Invesco QQQ Trust shares in Q3 2026, an estimated $2.86K.
  • Invesco QQQ Trust made up 0.33% of Ted Buchan & Co's portfolio in Q3 2026, its #57 holding.
  • Ted Buchan & Co first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 16 quarters since.
  • 1,565 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.