W Advisors LLC’s Invesco QQQ Trust QQQ Stock Holding History

W Advisors LLC’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	$379K	Buy	+512	New	+$366K	0.17%	108

Other funds holding QQQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

W Advisors LLC's QQQ Position: Q3 2026 in Review

W Advisors LLC opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 512 shares worth $379K. The stake represents 0.17% of the portfolio and ranks #108 among its holdings.

3,471 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

W Advisors LLC held 512 shares of Invesco QQQ Trust worth $379K as of Q3 2026.
Invesco QQQ Trust was a new W Advisors LLC position in Q3 2026.
Invesco QQQ Trust made up 0.17% of W Advisors LLC's portfolio in Q3 2026, its #108 holding.
3,471 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.