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

Yoder 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	$279K	Hold	379	–	–	0.11%	107
2026 Q1	$219K	Hold	379	–	–	0.1%	115
2025 Q4	$233K	Hold	379	–	–	0.11%	109
2025 Q3	$228K	Hold	379	–	–	0.11%	109
2025 Q2	$209K	Buy	+379	New	+$188K	0.11%	108

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

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

Yoder Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 379 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #107.

Yoder Wealth Management first reported a position in QQQ in Q2 2025 and has held it in 5 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Yoder Wealth Management held 379 shares of Invesco QQQ Trust worth $279K as of Q2 2026.
Yoder Wealth Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.11% of Yoder Wealth Management's portfolio in Q2 2026, its #107 holding.
Yoder Wealth Management first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 5 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.