Yeomans Consulting Group’s Invesco QQQ Trust QQQ Stock Holding History

Yeomans Consulting 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
2025 Q4	$22.6M	Buy	36,854 +7,295	+25%	+$4.48M	6.63%	3
2025 Q3	$17.8M	Buy	29,559 +9,991	+51%	+$5.72M	6.15%	4
2025 Q2	$10.7M	Sell	19,568 -8,042	-29%	-$4M	4.42%	7
2025 Q1	$12.9M	Sell	27,610 -7,486	-21%	-$3.8M	5%	6
2024 Q4	$17.9M	Sell	35,096 -6,993	-17%	-$3.54M	6.72%	4
2024 Q3	$20.5M	Sell	42,089 -3,869	-8%	-$1.83M	7.68%	2
2024 Q2	$22M	Sell	45,958 -6,226	-12%	-$2.8M	8.51%	2
2024 Q1	$23.2M	Sell	52,184 -30,511	-37%	-$13.1M	10.15%	1
2023 Q4	$33.9M	Buy	+82,695	New	+$31.4M	16.86%	1

Other funds holding QQQ

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Yeomans Consulting Group's QQQ Position: Q4 2025 in Review

Yeomans Consulting Group increased its Invesco QQQ Trust (QQQ) stake by 25% in Q4 2025, buying an estimated $4.48M and bringing the position to 36,854 shares worth $22.6M. The position accounts for 6.63% of the portfolio, ranked #3.

Yeomans Consulting Group first reported a position in QQQ in Q4 2023 and has held it in 9 quarters since. The position peaked at $33.9M in Q4 2023. 3,861 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

Yeomans Consulting Group held 36,854 shares of Invesco QQQ Trust worth $22.6M as of Q4 2025.
Yeomans Consulting Group bought 7,295 Invesco QQQ Trust shares in Q4 2025, an estimated $4.48M.
Invesco QQQ Trust made up 6.63% of Yeomans Consulting Group's portfolio in Q4 2025, its #3 holding.
Yeomans Consulting Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's Invesco QQQ Trust position peaked at $33.9M in Q4 2023.
3,861 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.