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

Milestone 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
Q1 		– Sell
-100
Closed -$61.4K – 141
2025
Q4 		$61.4K Buy
+100
New +$61.4K 0.01% 109
2025
Q1 		– Sell
-50
Closed -$25.6K – 134
2024
Q4 		$25.6K Hold
50
– – 0.01% 110
2024
Q3 		$24.4K Sell
50
-16
-24% -$7.57K 0.01% 110
2024
Q2 		$31.6K Buy
+66
New +$29.7K 0.01% 107

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Milestone Investment Advisors's QQQ Position: Q1 2026 in Review

Milestone Investment Advisors sold out of Invesco QQQ Trust (QQQ) in Q1 2026, closing a stake of 100 shares — an estimated $61.4K sold.

Milestone Investment Advisors first reported a position in QQQ in Q2 2024 and held it in 4 quarters. The position peaked at $61.4K in Q4 2025. 3,839 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Milestone Investment Advisors reported no remaining Invesco QQQ Trust position as of Q1 2026 after selling out during the quarter.
  • Milestone Investment Advisors sold 100 Invesco QQQ Trust shares in Q1 2026, an estimated $61.4K.
  • Milestone Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2024 and held it in 4 quarters.
  • Milestone Investment Advisors's Invesco QQQ Trust position peaked at $61.4K in Q4 2025.
  • 3,839 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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