QQQ — POWERSHARES QQQ TRUST

Ownership history in Lido Advisors, LLC  ·  72 quarters on record

AI Ownership Summary

Lido Advisors, LLC reported POWERSHARES QQQ TRUST (QQQ) in 72 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.75% in 2024 Q4. The latest visible filing shows QQQ at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lido Advisors, LLC's position in POWERSHARES QQQ TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QQQ was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QQQ stock page Lido Advisors, LLC fund profile Lido Advisors, LLC full holdings
How Lido Advisors, LLC held QQQ — position size vs. price
% of Fund (quarterly)    QQQ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 27 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 217,500 +197,700 +998.5% 0.40% $133.6M 2026-02-14 (Est.) $601.16
2025 Q4 REDUCED 19,800 -370,094 -94.9% 0.04% $12.2M 2026-02-14 (Est.) $601.16
2025 Q4 ADDED 389,894 +370,494 +1909.8% 0.70% $235.0M 2026-02-14 (Est.) $601.16
2025 Q3 REDUCED 19,400 -199,900 -91.2% 0.04% $11.6M 2025-11-14 $607.31
2025 Q3 REDUCED 219,300 -161,578 -42.4% 0.41% $131.7M 2025-11-14 $607.31
2025 Q3 ADDED 380,878 +361,078 +1823.6% 0.72% $228.9M 2025-11-14 $607.31
2025 Q2 REDUCED 19,800 -145,800 -88.0% 0.04% $10.9M 2025-08-13 $578.19
2025 Q2 REDUCED 165,600 -176,511 -51.6% 0.36% $91.4M 2025-08-13 $578.19
2025 Q2 ADDED 342,111 +227,811 +199.3% 0.74% $188.9M 2025-08-13 $578.19
2025 Q1 ADDED 114,300 +100,100 +704.9% 0.22% $49.1M 2025-05-15 $516.75
2025 Q1 REDUCED 14,200 -290,781 -95.3% 0.03% $6.7M 2025-05-15 $516.75
2025 Q1 ADDED 304,981 +290,181 +1960.7% 0.64% $143.2M 2025-05-15 $516.75
2024 Q4 REDUCED 14,800 -98,300 -86.9% 0.03% $7.6M 2025-02-14 $534.76
2024 Q4 REDUCED 113,100 -207,128 -64.7% 0.26% $57.8M 2025-02-14 $534.76
2024 Q4 ADDED 320,228 +296,428 +1245.5% 0.75% $163.7M 2025-02-14 $534.76
2024 Q3 REDUCED 23,800 -95,800 -80.1% 0.05% $10.2M 2024-11-14 $504.67
2024 Q3 REDUCED 119,600 -310,776 -72.2% 0.29% $58.2M 2024-11-14 $504.67
2024 Q3 ADDED 430,376 +412,976 +2373.4% 0.55% $109.6M 2024-11-14 $504.67
2024 Q2 REDUCED 17,400 -175,014 -91.0% 0.05% $8.3M 2024-08-15 $470.01
2024 Q2 ADDED 192,414 +101,314 +111.2% 0.51% $92.3M 2024-08-15 $470.01
2024 Q2 ADDED 91,100 +76,600 +528.3% 0.24% $43.6M 2024-08-15 $470.01
2024 Q1 REDUCED 14,500 -71,700 -83.2% 0.04% $6.4M 2024-05-15 $447.98
2024 Q1 REDUCED 86,200 -88,915 -50.8% 0.23% $38.3M 2024-05-15 $447.98
2024 Q1 ADDED 175,115 +160,415 +1091.3% 0.46% $77.8M 2024-05-15 $447.98
2023 Q4 REDUCED 14,700 -62,500 -81.0% 0.04% $6.0M 2024-02-14 $427.95
2023 Q4 REDUCED 77,200 -72,245 -48.3% 0.21% $31.6M 2024-02-14 $427.95
2023 Q4 ADDED 149,445 +47,698 +46.9% 0.41% $61.2M 2024-02-14 $427.95
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QQQ

As of 2026 Q1 — sorted by position size

Silverleafe Capital Partners, LLC 3Y 7Y 9.15% McAlister, Sweet & Associates, Inc. 3Y 7.16% Box Hill Private Wealth LLC 6.66% Financial Insights, Inc. 3Y 7Y 5.23% Coastline Trust Co 3Y 7Y 1.63% Noble Wealth Management PBC 1.47% Ares Financial Consulting, LLC 0.94% Aspect Partners, LLC 0.86% Hilltop National Bank 0.79% Ridgewood Investments LLC 3Y 7Y 0.78%

FAQ About Lido Advisors, LLC and QQQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lido Advisors, LLC reported owning QQQ?

Lido Advisors, LLC reported QQQ across 27 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QQQ position in Lido Advisors, LLC's portfolio?

The largest reported portfolio weight for QQQ was 0.75% in 2024 Q4.

What is the latest reported QQQ position on this page?

The most recent filing on this page is 2025 Q4, when Lido Advisors, LLC reported 217,500 shares, equal to 0.40% of portfolio, with an estimated market value of $133.6M.

What does the chart on this QQQ ownership page compare?

The chart compares Lido Advisors, LLC's quarterly QQQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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