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Tilia Fiduciary Partners’s Invesco QQQ Trust QQQ Stock Holding History

Tilia Fiduciary Partners’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 		$877K Buy
1,520
+207
+16% +$126K 0.48% 57
2025
Q4 		$807K Sell
1,313
-14
-1% -$8.59K 0.45% 60
2025
Q3 		$797K Sell
1,327
-28
-2% -$16K 0.46% 59
2025
Q2 		$747K Sell
1,355
-6
-0.4% -$2.98K 0.46% 62
2025
Q1 		$638K Buy
1,361
+296
+28% +$150K 0.43% 68
2024
Q4 		$545K Buy
1,065
+81
+8% +$41K 0.37% 68
2024
Q3 		$481K Sell
984
-2
-0.2% -$946 0.33% 72
2024
Q2 		$472K Sell
986
-1
-0.1% -$450 0.37% 67
2024
Q1 		$438K Buy
987
+327
+50% +$140K 0.36% 71
2023
Q4 		$270K Sell
660
-21
-3% -$7.97K 0.25% 86
2023
Q3 		$244K Sell
681
-7
-1% -$2.6K 0.25% 86
2023
Q2 		$254K Sell
688
-11
-2% -$3.7K 0.23% 86
2023
Q1 		$224K Sell
699
-77
-10% -$22.7K 0.21% 94
2022
Q4 		$207K Sell
776
-10
-1% -$2.77K 0.2% 94
2022
Q3 		$206K Sell
786
-27
-3% -$8.15K 0.21% 91
2022
Q2 		$233K Buy
813
+15
+2% +$4.66K 0.22% 90
2022
Q1 		$289K Sell
798
-21
-3% -$7.46K 0.25% 87
2021
Q4 		$326K Buy
+819
New +$316K 0.26% 84

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 $445B AUM 25.58% 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

Tilia Fiduciary Partners's QQQ Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Invesco QQQ Trust (QQQ) stake by 16% in Q1 2026, buying an estimated $126K and bringing the position to 1,520 shares worth $877K. The position accounts for 0.48% of the portfolio, ranked #57.

Tilia Fiduciary Partners first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. 3,833 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Tilia Fiduciary Partners held 1,520 shares of Invesco QQQ Trust worth $877K as of Q1 2026.
  • Tilia Fiduciary Partners bought 207 Invesco QQQ Trust shares in Q1 2026, an estimated $126K.
  • Invesco QQQ Trust made up 0.48% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #57 holding.
  • Tilia Fiduciary Partners first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.