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Palo Alto Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Palo Alto Wealth 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
Q3 		$460K Buy
741
+167
+29% +$95.6K 0.13% 42
2025
Q2 		$317K Hold
574
– – 0.12% 42
2025
Q1 		$296K Sell
574
-479
-45% -$243K 0.12% 44
2024
Q4 		$539K Buy
1,053
+1
+0.1% +$506 0.19% 27
2024
Q3 		$522K Sell
1,052
-479
-31% -$227K 0.22% 28
2024
Q2 		$734K Buy
1,531
+481
+46% +$216K 0.51% 20
2024
Q1 		$467K Buy
+1,050
New +$450K 0.33% 26

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Palo Alto Wealth Advisors's QQQ Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 29% in Q3 2025, buying an estimated $95.6K and bringing the position to 741 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #42.

Palo Alto Wealth Advisors first reported a position in QQQ in Q1 2024 and has held it in 7 quarters since. The position peaked at $734K in Q2 2024. 3,562 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Palo Alto Wealth Advisors held 741 shares of Invesco QQQ Trust worth $460K as of Q3 2025.
  • Palo Alto Wealth Advisors bought 167 Invesco QQQ Trust shares in Q3 2025, an estimated $95.6K.
  • Invesco QQQ Trust made up 0.13% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #42 holding.
  • Palo Alto Wealth Advisors first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 7 quarters since.
  • Palo Alto Wealth Advisors's Invesco QQQ Trust position peaked at $734K in Q2 2024.
  • 3,562 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.