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West Branch Capital’s Invesco QQQ Trust QQQ Stock Holding History

West Branch Capital’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 		$203K Hold
275
– – 0.05% 86
2026
Q1 		$159K Buy
275
+18
+7% +$10.9K 0.04% 85
2025
Q4 		$158K Hold
257
– – 0.04% 89
2025
Q3 		$154K Hold
257
– – 0.04% 98
2025
Q2 		$142K Sell
257
-2
-0.8% -$995 0.04% 96
2025
Q1 		$121K Hold
259
– – 0.04% 105
2024
Q4 		$132K Sell
259
-8
-3% -$4.05K 0.04% 99
2024
Q3 		$130K Hold
267
– – 0.05% 100
2024
Q2 		$128K Hold
267
– – 0.05% 105
2024
Q1 		$119K Hold
267
– – 0.05% 112
2023
Q4 		$109K Buy
267
+175
+190% +$66.4K 0.05% 110
2023
Q3 		$33K Hold
92
– – 0.02% 192
2023
Q2 		$34K Hold
92
– – 0.02% 196
2023
Q1 		$29.5K Hold
92
– – 0.02% 199
2022
Q4 		$24.5K Sell
92
-228
-71% -$63K 0.02% 210
2022
Q3 		$86K Buy
320
+175
+121% +$52.8K 0.05% 130
2022
Q2 		$41K Hold
145
– – 0.02% 183
2022
Q1 		$53K Buy
145
+47
+48% +$16.7K 0.03% 183
2021
Q4 		$39K Hold
98
– – 0.02% 213
2021
Q3 		$35K Hold
98
– – 0.02% 212
2021
Q2 		$35K Buy
+98
New +$33K 0.02% 222

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

West Branch Capital's QQQ Position: Q2 2026 in Review

West Branch Capital held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 275 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #86.

West Branch Capital first reported a position in QQQ in Q2 2021 and has held it in 21 quarters since. 1,419 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • West Branch Capital held 275 shares of Invesco QQQ Trust worth $203K as of Q2 2026.
  • West Branch Capital left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.05% of West Branch Capital's portfolio in Q2 2026, its #86 holding.
  • West Branch Capital first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 21 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.