SIM
QQQ icon

Sims Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Sims Investment Management’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
Q3 		$7.84M Sell
10,603
-13
-0.1% -$9.29K 2.45% 9
2026
Q2 		$7.82M Sell
10,616
-19
-0.2% -$13.1K 2.42% 9
2026
Q1 		$6.14M Sell
10,635
-1,633
-13% -$992K 2.26% 9
2025
Q4 		$7.54M Sell
12,268
-572
-4% -$351K 2.66% 9
2025
Q3 		$7.71M Buy
12,840
+148
+1% +$84.7K 2.79% 9
2025
Q2 		$7M Sell
12,692
-249
-2% -$124K 2.82% 9
2025
Q1 		$6.07M Buy
12,941
+2,538
+24% +$1.29M 2.71% 9
2024
Q4 		$5.32M Buy
+10,403
New +$5.26M 3.01% 9

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
F4L
Fortune 45 LLC Gonzales, Louisiana $246M AUM 18.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sims Investment Management's QQQ Position: Q3 2026 in Review

Sims Investment Management reduced its Invesco QQQ Trust (QQQ) stake by 0.12% in Q3 2026, selling an estimated $9.29K and leaving 10,603 shares worth $7.84M. The position accounts for 2.45% of the portfolio, ranked #9.

Sims Investment Management first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 557 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Sims Investment Management held 10,603 shares of Invesco QQQ Trust worth $7.84M as of Q3 2026.
  • Sims Investment Management sold 13 Invesco QQQ Trust shares in Q3 2026, an estimated $9.29K.
  • Invesco QQQ Trust made up 2.45% of Sims Investment Management's portfolio in Q3 2026, its #9 holding.
  • Sims Investment Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
  • 557 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.