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Tred Avon Family Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Tred Avon Family Wealth’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 		$1.17M Buy
2,019
+60
+3% +$36.5K 0.39% 67
2025
Q4 		$1.2M Buy
1,959
+81
+4% +$49.7K 0.39% 64
2025
Q3 		$1.13M Buy
+1,878
New +$1.08M 0.39% 63

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 $377B AUM 19.32% 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

Tred Avon Family Wealth's QQQ Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Invesco QQQ Trust (QQQ) stake by 3.1% in Q1 2026, buying an estimated $36.5K and bringing the position to 2,019 shares worth $1.17M. The position accounts for 0.39% of the portfolio, ranked #67.

Tred Avon Family Wealth first reported a position in QQQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Tred Avon Family Wealth held 2,019 shares of Invesco QQQ Trust worth $1.17M as of Q1 2026.
  • Tred Avon Family Wealth bought 60 Invesco QQQ Trust shares in Q1 2026, an estimated $36.5K.
  • Invesco QQQ Trust made up 0.39% of Tred Avon Family Wealth's portfolio in Q1 2026, its #67 holding.
  • Tred Avon Family Wealth first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Invesco QQQ Trust position peaked at $1.2M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.