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GHP Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

GHP Investment Advisors’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 		$2.51M Buy
3,415
+29
+0.9% +$20K 0.09% 219
2026
Q1 		$1.95M Buy
3,386
+60
+2% +$36.5K 0.08% 228
2025
Q4 		$2.04M Buy
3,326
+3
+0.1% +$1.84K 0.08% 229
2025
Q3 		$2M Buy
3,323
+8
+0.2% +$4.58K 0.08% 224
2025
Q2 		$1.83M Buy
3,315
+45
+1% +$22.4K 0.08% 229
2025
Q1 		$1.53M Buy
3,270
+37
+1% +$18.8K 0.07% 239
2024
Q4 		$1.65M Buy
3,233
+57
+2% +$28.8K 0.08% 239
2024
Q3 		$1.55M Sell
3,176
-56
-2% -$26.5K 0.07% 244
2024
Q2 		$1.55M Buy
3,232
+111
+4% +$49.9K 0.08% 243
2024
Q1 		$1.39M Sell
3,121
-150
-5% -$64.3K 0.07% 253
2023
Q4 		$1.34M Sell
3,271
-73
-2% -$27.7K 0.07% 248
2023
Q3 		$1.22M Buy
3,344
+287
+9% +$106K 0.07% 243
2023
Q2 		$1.12M Buy
3,057
+28
+0.9% +$9.43K 0.07% 251
2023
Q1 		$972K Sell
3,029
-13
-0.4% -$3.84K 0.06% 259
2022
Q4 		$810K Buy
3,042
+45
+2% +$12.4K 0.05% 268
2022
Q3 		$801K Sell
2,997
-311
-9% -$93.9K 0.06% 250
2022
Q2 		$927K Sell
3,308
-125
-4% -$38.8K 0.07% 243
2022
Q1 		$1.25M Buy
+3,433
New +$1.22M 0.08% 233

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

GHP Investment Advisors's QQQ Position: Q2 2026 in Review

GHP Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.86% in Q2 2026, buying an estimated $20K and bringing the position to 3,415 shares worth $2.51M. The position accounts for 0.09% of the portfolio, ranked #219.

GHP Investment Advisors first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • GHP Investment Advisors held 3,415 shares of Invesco QQQ Trust worth $2.51M as of Q2 2026.
  • GHP Investment Advisors bought 29 Invesco QQQ Trust shares in Q2 2026, an estimated $20K.
  • Invesco QQQ Trust made up 0.09% of GHP Investment Advisors's portfolio in Q2 2026, its #219 holding.
  • GHP Investment Advisors first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.