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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors's QQQ Position: Q2 2026 in Review

HighTower Advisors increased its Invesco QQQ Trust (QQQ) stake by 3.1% in Q2 2026, buying an estimated $25.4M and bringing the position to 1,230,679 shares worth $906M. The position accounts for 0.87% of the portfolio, ranked #14.

HighTower Advisors first reported a position in QQQ in Q2 2013 and has held it in 38 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

HighTower Advisors held 1,230,679 shares of Invesco QQQ Trust worth $906M as of Q2 2026.
HighTower Advisors bought 36,923 Invesco QQQ Trust shares in Q2 2026, an estimated $25.4M.
Invesco QQQ Trust made up 0.87% of HighTower Advisors's portfolio in Q2 2026, its #14 holding.
HighTower Advisors first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 38 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.