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Wood Tarver Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Wood Tarver Financial Group’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 		$422K Buy
732
+70
+11% +$42.5K 0.12% 98
2025
Q4 		$406K Buy
662
+1
+0.2% +$614 0.11% 104
2025
Q3 		$396K Sell
661
-20
-3% -$11.5K 0.12% 106
2025
Q2 		$375K Buy
681
+33
+5% +$16.4K 0.11% 101
2025
Q1 		$304K Buy
648
+270
+71% +$137K 0.1% 106
2024
Q4 		$193K Buy
+378
New +$191K 0.06% 132

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

Wood Tarver Financial Group's QQQ Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Invesco QQQ Trust (QQQ) stake by 11% in Q1 2026, buying an estimated $42.5K and bringing the position to 732 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #98.

Wood Tarver Financial Group first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Wood Tarver Financial Group held 732 shares of Invesco QQQ Trust worth $422K as of Q1 2026.
  • Wood Tarver Financial Group bought 70 Invesco QQQ Trust shares in Q1 2026, an estimated $42.5K.
  • Invesco QQQ Trust made up 0.12% of Wood Tarver Financial Group's portfolio in Q1 2026, its #98 holding.
  • Wood Tarver Financial Group first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.