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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 		$1.33M Hold
1,800
– – 0.01% 816
2026
Q1 		$1.04M Buy
+1,800
New +$1.09M 0.01% 880
2025
Q4 		– Sell
-10,900
Closed -$6.69M – 318
2025
Q3 		$6.54M Buy
+10,900
New +$6.24M 0.04% 260

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 1,314 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.
  • 1,314 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.