First Western Trust Bank’s Invesco QQQ Trust QQQ Stock Holding History

First Western Trust Bank’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	$1.1M	Buy	1,499 +702	+88%	+$483K	0.05%	92
2026 Q1	$460K	Sell	797 -14	-2%	-$8.51K	0.02%	137
2025 Q4	$498K	Buy	811 +187	+30%	+$115K	0.02%	123
2025 Q3	$375K	Hold	624	–	–	0.02%	142
2025 Q2	$344K	Hold	624	–	–	0.02%	145
2025 Q1	$293K	Sell	624 -91	-13%	-$46.2K	0.01%	151
2024 Q4	$366K	Hold	715	–	–	0.02%	146
2024 Q3	$349K	Hold	715	–	–	0.02%	150
2024 Q2	$343K	Hold	715	–	–	0.02%	143
2024 Q1	$317K	Buy	715 +224	+46%	+$96K	0.01%	158
2023 Q4	$201K	Buy	+491	New	+$186K	0.01%	195

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

First Western Trust Bank's QQQ Position: Q2 2026 in Review

First Western Trust Bank increased its Invesco QQQ Trust (QQQ) stake by 88% in Q2 2026, buying an estimated $483K and bringing the position to 1,499 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #92.

First Western Trust Bank first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 1,844 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

First Western Trust Bank held 1,499 shares of Invesco QQQ Trust worth $1.1M as of Q2 2026.
First Western Trust Bank bought 702 Invesco QQQ Trust shares in Q2 2026, an estimated $483K.
Invesco QQQ Trust made up 0.05% of First Western Trust Bank's portfolio in Q2 2026, its #92 holding.
First Western Trust Bank first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
1,844 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.