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Everhart Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Everhart Financial 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
2026
Q2 		$2.07M Sell
2,809
-194
-6% -$133K 0.13% 81
2026
Q1 		$1.73M Buy
3,003
+1,235
+70% +$750K 0.15% 92
2025
Q4 		$1.09M Buy
1,768
+209
+13% +$128K 0.1% 141
2025
Q3 		$936K Buy
1,559
+145
+10% +$83K 0.09% 152
2025
Q2 		$780K Sell
1,414
-23
-2% -$11.4K 0.09% 157
2025
Q1 		$674K Sell
1,437
-56
-4% -$28.5K 0.09% 155
2024
Q4 		$763K Sell
1,493
-8
-0.5% -$4.05K 0.16% 137
2024
Q3 		$733K Buy
1,501
+718
+92% +$340K 0.16% 144
2024
Q2 		$375K Buy
783
+29
+4% +$13K 0.1% 203
2024
Q1 		$335K Buy
754
+66
+10% +$28.3K 0.1% 202
2023
Q4 		$282K Buy
+688
New +$261K 0.1% 189
2022
Q4 		– Sell
-760
Closed -$203K – 222
2022
Q3 		$203K Buy
+760
New +$229K 0.11% 188

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Everhart Financial Group's QQQ Position: Q2 2026 in Review

Everhart Financial Group reduced its Invesco QQQ Trust (QQQ) stake by 6.5% in Q2 2026, selling an estimated $133K and leaving 2,809 shares worth $2.07M. The position accounts for 0.13% of the portfolio, ranked #81.

Everhart Financial Group first reported a position in QQQ in Q3 2022 and has held it in 12 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Everhart Financial Group held 2,809 shares of Invesco QQQ Trust worth $2.07M as of Q2 2026.
  • Everhart Financial Group sold 194 Invesco QQQ Trust shares in Q2 2026, an estimated $133K.
  • Invesco QQQ Trust made up 0.13% of Everhart Financial Group's portfolio in Q2 2026, its #81 holding.
  • Everhart Financial Group first reported a position in Invesco QQQ Trust in Q3 2022 and has held it in 12 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.