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Seaview Investment Managers’s Invesco QQQ Trust QQQ Stock Holding History

Seaview Investment Managers’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 		$13.7M Buy
18,668
+401
+2% +$276K 4.11% 1
2026
Q1 		$10.5M Sell
18,267
-1,561
-8% -$948K 3.8% 3
2025
Q4 		$12.2M Buy
19,828
+459
+2% +$282K 4.58% 1
2025
Q3 		$11.6M Sell
19,369
-24,933
-56% -$14.3M 4.3% 1
2025
Q2 		$24.4M Buy
44,302
+3,408
+8% +$1.69M 5.18% 1
2025
Q1 		$19.2M Buy
40,894
+10,928
+36% +$5.55M 4.66% 1
2024
Q4 		$15.3M Buy
29,966
+10,288
+52% +$5.2M 4.24% 2
2024
Q3 		$9.6M Sell
19,678
-11,834
-38% -$5.6M 2.89% 15
2024
Q2 		$15.1M Buy
31,512
+144
+0.5% +$64.8K 4.54% 2
2024
Q1 		$13.9M Buy
31,368
+1,538
+5% +$659K 4.19% 3
2023
Q4 		$12.2M Buy
29,830
+17,079
+134% +$6.48M 3.91% 2
2023
Q3 		$4.57M Buy
12,751
+10,833
+565% +$4.02M 1.53% 28
2023
Q2 		$709K Buy
+1,918
New +$646K 0.23% 56
2021
Q1 		– Sell
-105
Closed -$33K – 135
2020
Q4 		$33K Hold
105
– – 0.02% 83
2020
Q3 		$28K Buy
+105
New +$28.5K 0.03% 74

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Seaview Investment Managers's QQQ Position: Q2 2026 in Review

Seaview Investment Managers increased its Invesco QQQ Trust (QQQ) stake by 2.2% in Q2 2026, buying an estimated $276K and bringing the position to 18,668 shares worth $13.7M. The position accounts for 4.11% of the portfolio, ranked #1.

Seaview Investment Managers first reported a position in QQQ in Q3 2020 and has held it in 15 quarters since. The position peaked at $24.4M in Q2 2025. 722 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Seaview Investment Managers held 18,668 shares of Invesco QQQ Trust worth $13.7M as of Q2 2026.
  • Seaview Investment Managers bought 401 Invesco QQQ Trust shares in Q2 2026, an estimated $276K.
  • Invesco QQQ Trust made up 4.11% of Seaview Investment Managers's portfolio in Q2 2026, its #1 holding.
  • Seaview Investment Managers first reported a position in Invesco QQQ Trust in Q3 2020 and has held it in 15 quarters since.
  • Seaview Investment Managers's Invesco QQQ Trust position peaked at $24.4M in Q2 2025.
  • 722 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.