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Yardley Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Yardley Wealth Management’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
Q2 		$324K Sell
440
-68
-13% -$46.8K 0.15% 31
2026
Q1 		$293K Sell
508
-156
-23% -$94.8K 0.15% 31
2025
Q4 		$408K Sell
664
-125
-16% -$76.7K 0.22% 29
2025
Q3 		$474K Sell
789
-2
-0.3% -$1.15K 0.26% 27
2025
Q2 		$436K Buy
791
+22
+3% +$10.9K 0.24% 29
2025
Q1 		$361K Sell
769
-135
-15% -$68.6K 0.21% 32
2024
Q4 		$462K Hold
904
– – 0.22% 39
2024
Q3 		$441K Buy
+904
New +$428K 0.26% 29

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Yardley Wealth Management's QQQ Position: Q2 2026 in Review

Yardley Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 13% in Q2 2026, selling an estimated $46.8K and leaving 440 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #31.

Yardley Wealth Management first reported a position in QQQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $474K in Q3 2025. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Yardley Wealth Management held 440 shares of Invesco QQQ Trust worth $324K as of Q2 2026.
  • Yardley Wealth Management sold 68 Invesco QQQ Trust shares in Q2 2026, an estimated $46.8K.
  • Invesco QQQ Trust made up 0.15% of Yardley Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Yardley Wealth Management first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 8 quarters since.
  • Yardley Wealth Management's Invesco QQQ Trust position peaked at $474K in Q3 2025.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.