Tobias Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Tobias Financial Advisors’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	$4.2M	Buy	7,271 +66	+0.9%	+$40.1K	0.58%	29
2025 Q4	$4.43M	Buy	7,205 +263	+4%	+$161K	0.63%	28
2025 Q3	$4.17M	Buy	6,942 +951	+16%	+$545K	0.63%	28
2025 Q2	$3.31M	Buy	5,991 +5,123	+590%	+$2.55M	0.57%	33
2025 Q1	$407K	Buy	868 +56	+7%	+$28.5K	0.08%	77
2024 Q4	$415K	Buy	812 +22	+3%	+$11.1K	0.08%	77
2024 Q3	$386K	Buy	790 +266	+51%	+$126K	0.08%	74
2024 Q2	$251K	Buy	524 +3	+0.6%	+$1.35K	0.05%	87
2024 Q1	$231K	Buy	521 +9	+2%	+$3.86K	0.05%	89
2023 Q4	$210K	Buy	+512	New	+$194K	0.05%	89
2020 Q1	–	Sell	-74	Closed	-$15K	–	224
2019 Q4	$15K	Buy	+74	New	+$14.8K	0.01%	167

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

Tobias Financial Advisors's QQQ Position: Q1 2026 in Review

Tobias Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.92% in Q1 2026, buying an estimated $40.1K and bringing the position to 7,271 shares worth $4.2M. The position accounts for 0.58% of the portfolio, ranked #29.

Tobias Financial Advisors first reported a position in QQQ in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.43M in Q4 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Tobias Financial Advisors held 7,271 shares of Invesco QQQ Trust worth $4.2M as of Q1 2026.
Tobias Financial Advisors bought 66 Invesco QQQ Trust shares in Q1 2026, an estimated $40.1K.
Invesco QQQ Trust made up 0.58% of Tobias Financial Advisors's portfolio in Q1 2026, its #29 holding.
Tobias Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 11 quarters since.
Tobias Financial Advisors's Invesco QQQ Trust position peaked at $4.43M in Q4 2025.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.