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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
Q3 		$280K Hold
379
– – 0.11% 115
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Yoder Wealth Management's QQQ Position: Q3 2026 in Review

Yoder Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 379 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #115.

Yoder Wealth Management first reported a position in QQQ in Q2 2025 and has held it in 6 quarters since. 1,023 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Yoder Wealth Management held 379 shares of Invesco QQQ Trust worth $280K as of Q3 2026.
  • Yoder Wealth Management left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.11% of Yoder Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Yoder Wealth Management first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 6 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.