Beverly Hills Private Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Beverly Hills Private Wealth’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	$736K	Buy	1,000 +90	+10%	+$61.9K	0.14%	127
2026 Q1	$525K	Sell	910 -68	-7%	-$41.3K	0.09%	177
2025 Q4	$601K	Hold	978	–	–	0.1%	157
2025 Q3	$587K	Hold	978	–	–	0.1%	164
2025 Q2	$540K	Hold	978	–	–	0.1%	165
2025 Q1	$459K	Sell	978 -16	-2%	-$8.13K	0.09%	188
2024 Q4	$508K	Buy	994 +265	+36%	+$134K	0.1%	170
2024 Q3	$356K	Hold	729	–	–	0.07%	241
2024 Q2	$349K	Hold	729	–	–	0.08%	248
2024 Q1	$324K	Hold	729	–	–	0.07%	266
2023 Q4	$299K	Buy	+729	New	+$277K	0.08%	255

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

Beverly Hills Private Wealth's QQQ Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Invesco QQQ Trust (QQQ) stake by 9.9% in Q2 2026, buying an estimated $61.9K and bringing the position to 1,000 shares worth $736K. The position accounts for 0.14% of the portfolio, ranked #127.

Beverly Hills Private Wealth first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Beverly Hills Private Wealth held 1,000 shares of Invesco QQQ Trust worth $736K as of Q2 2026.
Beverly Hills Private Wealth bought 90 Invesco QQQ Trust shares in Q2 2026, an estimated $61.9K.
Invesco QQQ Trust made up 0.14% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #127 holding.
Beverly Hills Private Wealth first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.