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Skyline Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Skyline 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
Q3 		$285K Buy
385
+1
+0.3% +$715 0.09% 100
2026
Q2 		$283K Hold
384
– – 0.09% 104
2026
Q1 		$222K Hold
384
– – 0.08% 112
2025
Q4 		$236K Buy
384
+1
+0.3% +$614 0.08% 93
2025
Q3 		$230K Sell
383
-11
-3% -$6.3K 0.08% 88
2025
Q2 		$217K Buy
+394
New +$196K 0.08% 91
2025
Q1 		– Sell
-447
Closed -$229K – 94
2024
Q4 		$229K Buy
447
+6
+1% +$3.04K 0.09% 85
2024
Q3 		$215K Buy
441
+21
+5% +$9.9K 0.09% 86
2024
Q2 		$201K Buy
+420
New +$189K 0.09% 79

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Skyline Advisors's QQQ Position: Q3 2026 in Review

Skyline Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.26% in Q3 2026, buying an estimated $715 and bringing the position to 385 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #100.

Skyline Advisors first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Skyline Advisors held 385 shares of Invesco QQQ Trust worth $285K as of Q3 2026.
  • Skyline Advisors bought 1 Invesco QQQ Trust share in Q3 2026, an estimated $715.
  • Invesco QQQ Trust made up 0.09% of Skyline Advisors's portfolio in Q3 2026, its #100 holding.
  • Skyline Advisors first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Skyline Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.