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Gerber Kawasaki Wealth & Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2023
Q2 		– Sell
-1,500
Closed -$481K – 274
2023
Q1 		$481K Buy
+1,500
New +$443K 0.04% 169

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's QQQ Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Invesco QQQ Trust (QQQ) stake by 1.5% in Q2 2026, selling an estimated $309K and leaving 29,756 shares worth $21.9M. The position accounts for 0.59% of the portfolio, ranked #42.

Gerber Kawasaki Wealth & Investment Management first reported a position in QQQ in Q4 2015 and has held it in 42 quarters since. 3,322 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 29,756 shares of Invesco QQQ Trust worth $21.9M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 449 Invesco QQQ Trust shares in Q2 2026, an estimated $309K.
  • Invesco QQQ Trust made up 0.59% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #42 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco QQQ Trust in Q4 2015 and has held it in 42 quarters since.
  • 3,322 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.