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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 4,002 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.
4,002 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.