HighTower Advisors’s Invesco QQQ Trust QQQ Stock Holding History

HighTower 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
2025 Q2	–	Sell	-200	Closed	-$809	–	3934
2025 Q1	$809	Sell	200 -64,800	-100%	-$32.9M	﹤0.01%	3662
2024 Q4	$93.9K	Buy	+65,000	New	+$32.9M	﹤0.01%	3384
2024 Q3	–	Sell	-200	Closed	-$241	–	3927
2024 Q2	$241	Buy	+200	New	+$90K	﹤0.01%	3611
2020 Q2	–	Sell	-5,000	Closed	-$25K	–	2515
2020 Q1	$25K	Buy	+5,000	New	+$1.06M	﹤0.01%	2063
2018 Q2	–	Sell	-8,000	Closed	-$3K	–	2359
2018 Q1	$3K	Buy	+8,000	New	+$1.32M	﹤0.01%	2138

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors's QQQ Position: Q1 2026 in Review

HighTower Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.81% in Q1 2026, selling an estimated $5.96M and leaving 1,193,756 shares worth $689M. The position accounts for 0.73% of the portfolio, ranked #21.

HighTower Advisors first reported a position in QQQ in Q2 2013 and has held it in 37 quarters since. The position peaked at $739M in Q4 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

HighTower Advisors held 1,193,756 shares of Invesco QQQ Trust worth $689M as of Q1 2026.
HighTower Advisors sold 9,808 Invesco QQQ Trust shares in Q1 2026, an estimated $5.96M.
Invesco QQQ Trust made up 0.73% of HighTower Advisors's portfolio in Q1 2026, its #21 holding.
HighTower Advisors first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 37 quarters since.
HighTower Advisors's Invesco QQQ Trust position peaked at $739M in Q4 2025.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.