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Sequoia Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Sequoia Financial 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 		$78.4M Buy
106,509
+495
+0.5% +$341K 0.39% 51
2026
Q1 		$61.2M Sell
106,014
-3,145
-3% -$1.91M 0.34% 59
2025
Q4 		$67.1M Buy
109,159
+1,794
+2% +$1.1M 0.37% 54
2025
Q3 		$64.5M Buy
107,365
+2,579
+2% +$1.48M 0.39% 52
2025
Q2 		$57.8M Sell
104,786
-934
-0.9% -$465K 0.4% 54
2025
Q1 		$49.6M Buy
105,720
+5,766
+6% +$2.93M 0.38% 59
2024
Q4 		$51.1M Buy
99,954
+4,801
+5% +$2.43M 0.49% 39
2024
Q3 		$46.4M Buy
95,153
+1,012
+1% +$479K 0.5% 44
2024
Q2 		$45.1M Sell
94,141
-749
-0.8% -$337K 0.54% 40
2024
Q1 		$42.1M Buy
94,890
+7,963
+9% +$3.41M 0.52% 39
2023
Q4 		$35.6M Buy
86,927
+13,493
+18% +$5.12M 0.44% 50
2023
Q3 		$26.3M Buy
73,434
+4,494
+7% +$1.67M 0.46% 46
2023
Q2 		$25.5M Buy
68,940
+2,163
+3% +$728K 0.44% 45
2023
Q1 		$21.4M Buy
66,777
+870
+1% +$257K 0.48% 38
2022
Q4 		$17.5M Sell
65,907
-1,174
-2% -$325K 0.43% 43
2022
Q3 		$17.9M Sell
67,081
-5,539
-8% -$1.67M 0.57% 32
2022
Q2 		$20.4M Sell
72,620
-8,122
-10% -$2.52M 0.58% 32
2022
Q1 		$29.3M Buy
80,742
+3,941
+5% +$1.4M 0.73% 26
2021
Q4 		$30.6M Buy
76,801
+59,989
+357% +$23.2M 0.83% 24
2021
Q3 		$6.02M Sell
16,812
-50,407
-75% -$18.6M 0.61% 30
2021
Q2 		$23.8M Buy
67,219
+5,869
+10% +$1.97M 0.87% 22
2021
Q1 		$19.6M Sell
61,350
-1,794
-3% -$574K 0.82% 22
2020
Q4 		$19.8M Buy
63,144
+7,690
+14% +$2.26M 0.91% 21
2020
Q3 		$15.4M Buy
55,454
+13,071
+31% +$3.54M 0.81% 21
2020
Q2 		$10.5M Buy
42,383
+14,701
+53% +$3.29M 0.62% 29
2020
Q1 		$5.27M Buy
27,682
+4,977
+22% +$1.05M 0.39% 38
2019
Q4 		$4.83M Buy
+22,705
New +$4.55M 0.31% 49
2019
Q3 		– Sell
-17,410
Closed -$3.25M – 385
2019
Q2 		$3.25M Buy
17,410
+1,407
+9% +$259K 0.24% 62
2019
Q1 		$2.88M Sell
16,003
-900
-5% -$153K 0.24% 62
2018
Q4 		$2.61M Buy
16,903
+5,500
+48% +$920K 0.3% 58
2018
Q3 		$2.12M Buy
11,403
+224
+2% +$40.5K 0.21% 73
2018
Q2 		$1.92M Buy
11,179
+983
+10% +$165K 0.2% 76
2018
Q1 		$1.63M Sell
10,196
-244
-2% -$40.3K 0.17% 85
2017
Q4 		$1.63M Buy
10,440
+185
+2% +$28.2K 0.17% 88
2017
Q3 		$1.49M Sell
10,255
-146
-1% -$20.9K 0.18% 87
2017
Q2 		$1.43M Buy
10,401
+343
+3% +$47.2K 0.18% 91
2017
Q1 		$1.33M Buy
10,058
+11
+0.1% +$1.41K 0.17% 92
2016
Q4 		$1.19M Buy
10,047
+791
+9% +$93.3K 0.17% 90
2016
Q3 		$1.1M Sell
9,256
-1,537
-14% -$177K 0.2% 76
2016
Q2 		$1.16M Buy
10,793
+960
+10% +$104K 0.33% 65
2016
Q1 		$1.07M Sell
9,833
-436
-4% -$45.3K 0.35% 55
2015
Q4 		$1.15M Buy
10,269
+215
+2% +$24K 0.46% 45
2015
Q3 		$1.02M Buy
10,054
+66
+0.7% +$7.09K 0.44% 48
2015
Q2 		$1.07M Buy
9,988
+542
+6% +$58.9K 0.45% 50
2015
Q1 		$997K Sell
9,446
-209
-2% -$21.9K 0.46% 50
2014
Q4 		$997K Buy
9,655
+1,295
+15% +$131K 0.68% 36
2014
Q3 		$826K Buy
8,360
+750
+10% +$73.1K 0.57% 44
2014
Q2 		$715K Sell
7,610
-1,121
-13% -$100K 0.54% 45
2014
Q1 		$765K Sell
8,731
-538
-6% -$47.5K 0.64% 38
2013
Q4 		$815K Buy
+9,269
New +$772K 0.67% 33

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

Sequoia Financial Advisors's QQQ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.47% in Q2 2026, buying an estimated $341K and bringing the position to 106,509 shares worth $78.4M. The position accounts for 0.39% of the portfolio, ranked #51.

Sequoia Financial Advisors first reported a position in QQQ in Q4 2013 and has held it in 50 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Sequoia Financial Advisors held 106,509 shares of Invesco QQQ Trust worth $78.4M as of Q2 2026.
  • Sequoia Financial Advisors bought 495 Invesco QQQ Trust shares in Q2 2026, an estimated $341K.
  • Invesco QQQ Trust made up 0.39% of Sequoia Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Sequoia Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2013 and has held it in 50 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.