VCP
QQQ icon

Vista Capital Partners’s Invesco QQQ Trust QQQ Stock Holding History

Vista Capital Partners’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 		$1.99M Sell
2,696
-186
-6% -$128K 0.17% 33
2026
Q1 		$1.66M Sell
2,882
-1,066
-27% -$648K 0.17% 32
2025
Q4 		$2.43M Buy
3,948
+1,876
+91% +$1.15M 0.24% 24
2025
Q3 		$1.24M Sell
2,072
-186
-8% -$107K 0.13% 38
2025
Q2 		$1.25M Buy
2,258
+461
+26% +$229K 0.14% 34
2025
Q1 		$843K Buy
1,797
+87
+5% +$44.2K 0.1% 35
2024
Q4 		$874K Buy
1,710
+42
+3% +$21.2K 0.1% 34
2024
Q3 		$814K Hold
1,668
– – 0.09% 35
2024
Q2 		$799K Buy
1,668
+49
+3% +$22K 0.1% 30
2024
Q1 		$719K Buy
1,619
+1
+0.1% +$429 0.09% 32
2023
Q4 		$663K Buy
1,618
+24
+2% +$9.11K 0.09% 36
2023
Q3 		$571K Buy
1,594
+4
+0.3% +$1.48K 0.09% 36
2023
Q2 		$587K Buy
1,590
+1
+0.1% +$337 0.08% 43
2023
Q1 		$510K Buy
1,589
+470
+42% +$139K 0.08% 47
2022
Q4 		$298K Sell
1,119
-52
-4% -$14.4K 0.05% 60
2022
Q3 		$313K Hold
1,171
– – 0.05% 56
2022
Q2 		$328K Hold
1,171
– – 0.05% 57
2022
Q1 		$425K Hold
1,171
– – 0.06% 52
2021
Q4 		$466K Hold
1,171
– – 0.06% 48
2021
Q3 		$419K Hold
1,171
– – 0.06% 53
2021
Q2 		$415K Sell
1,171
-94
-7% -$31.6K 0.06% 50
2021
Q1 		$404K Buy
1,265
+175
+16% +$56K 0.06% 43
2020
Q4 		$342K Hold
1,090
– – 0.06% 46
2020
Q3 		$303K Hold
1,090
– – 0.06% 48
2020
Q2 		$270K Hold
1,090
– – 0.05% 48
2020
Q1 		$207K Hold
1,090
– – 0.05% 47
2019
Q4 		$231K Hold
1,090
– – 0.04% 57
2019
Q3 		$206K Buy
+1,090
New +$207K 0.04% 61

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Vista Capital Partners's QQQ Position: Q2 2026 in Review

Vista Capital Partners reduced its Invesco QQQ Trust (QQQ) stake by 6.5% in Q2 2026, selling an estimated $128K and leaving 2,696 shares worth $1.99M. The position accounts for 0.17% of the portfolio, ranked #33.

Vista Capital Partners first reported a position in QQQ in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.43M in Q4 2025. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Vista Capital Partners held 2,696 shares of Invesco QQQ Trust worth $1.99M as of Q2 2026.
  • Vista Capital Partners sold 186 Invesco QQQ Trust shares in Q2 2026, an estimated $128K.
  • Invesco QQQ Trust made up 0.17% of Vista Capital Partners's portfolio in Q2 2026, its #33 holding.
  • Vista Capital Partners first reported a position in Invesco QQQ Trust in Q3 2019 and has held it in 28 quarters since.
  • Vista Capital Partners's Invesco QQQ Trust position peaked at $2.43M in Q4 2025.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.