Milestones Private Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Milestones Private 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	$1.22M	Buy	1,654 +1	+0.1%	+$688	0.97%	27
2026 Q1	$954K	Sell	1,653 -503	-23%	-$306K	0.84%	35
2025 Q4	$1.32M	Sell	2,156 -13	-0.6%	-$7.98K	0.91%	36
2025 Q3	$1.3M	Hold	2,169	–	–	0.89%	35
2025 Q2	$1.2M	Buy	+2,169	New	+$1.08M	0.89%	38

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

Milestones Private Investment Advisors's QQQ Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.06% in Q2 2026, buying an estimated $688 and bringing the position to 1,654 shares worth $1.22M. The position accounts for 0.97% of the portfolio, ranked #27.

Milestones Private Investment Advisors first reported a position in QQQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q4 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Milestones Private Investment Advisors held 1,654 shares of Invesco QQQ Trust worth $1.22M as of Q2 2026.
Milestones Private Investment Advisors bought 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
Invesco QQQ Trust made up 0.97% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #27 holding.
Milestones Private Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's Invesco QQQ Trust position peaked at $1.32M in Q4 2025.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.