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 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

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

Ted Buchan & Co's QQQ Position: Q1 2026 in Review

Ted Buchan & Co reduced its Invesco QQQ Trust (QQQ) stake by 2.2% in Q1 2026, selling an estimated $18.2K and leaving 1,337 shares worth $772K. The position accounts for 0.28% of the portfolio, ranked #58.

Ted Buchan & Co first reported a position in QQQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $840K in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Ted Buchan & Co held 1,337 shares of Invesco QQQ Trust worth $772K as of Q1 2026.
Ted Buchan & Co sold 30 Invesco QQQ Trust shares in Q1 2026, an estimated $18.2K.
Invesco QQQ Trust made up 0.28% of Ted Buchan & Co's portfolio in Q1 2026, its #58 holding.
Ted Buchan & Co first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 14 quarters since.
Ted Buchan & Co's Invesco QQQ Trust position peaked at $840K in Q4 2025.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.