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West Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

West Financial 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
Q2 		$6.74M Buy
9,150
+377
+4% +$259K 1.02% 17
2026
Q1 		$5.06M Sell
8,773
-248
-3% -$151K 0.86% 18
2025
Q4 		$5.54M Sell
9,021
-1,021
-10% -$627K 0.94% 17
2025
Q3 		$6.03M Sell
10,042
-52
-0.5% -$29.8K 1% 17
2025
Q2 		$5.57M Sell
10,094
-27
-0.3% -$13.4K 0.97% 17
2025
Q1 		$4.75M Buy
10,121
+1
+0% +$508 0.9% 18
2024
Q4 		$5.17M Sell
10,120
-227
-2% -$115K 1% 18
2024
Q3 		$5.05M Sell
10,347
-28
-0.3% -$13.3K 0.97% 18
2024
Q2 		$4.97M Sell
10,375
-115
-1% -$51.7K 1.03% 19
2024
Q1 		$4.66M Sell
10,490
-104
-1% -$44.6K 1% 19
2023
Q4 		$4.34M Sell
10,594
-1,020
-9% -$387K 0.99% 19
2023
Q3 		$4.16M Buy
11,614
+22
+0.2% +$8.16K 1.04% 17
2023
Q2 		$4.28M Buy
11,592
+439
+4% +$148K 1.05% 17
2023
Q1 		$3.58M Sell
11,153
-18
-0.2% -$5.31K 0.94% 18
2022
Q4 		$2.97M Sell
11,171
-463
-4% -$128K 0.83% 18
2022
Q3 		$3.11M Sell
11,634
-374
-3% -$113K 0.93% 18
2022
Q2 		$3.37M Sell
12,008
-891
-7% -$276K 0.98% 17
2022
Q1 		$4.68M Sell
12,899
-101
-0.8% -$35.9K 1.23% 17
2021
Q4 		$5.17M Sell
13,000
-235
-2% -$90.7K 1.39% 14
2021
Q3 		$4.74M Sell
13,235
-69
-0.5% -$25.4K 1.39% 14
2021
Q2 		$4.71M Sell
13,304
-31,244
-70% -$10.5M 1.44% 14
2021
Q1 		$14.2M Buy
44,548
+744
+2% +$238K 4.77% 7
2020
Q4 		$13.7M Buy
+43,804
New +$12.9M 4.87% 7

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 Financial Advisors's QQQ Position: Q2 2026 in Review

West Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 4.3% in Q2 2026, buying an estimated $259K and bringing the position to 9,150 shares worth $6.74M. The position accounts for 1.02% of the portfolio, ranked #17.

West Financial Advisors first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.2M in Q1 2021. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • West Financial Advisors held 9,150 shares of Invesco QQQ Trust worth $6.74M as of Q2 2026.
  • West Financial Advisors bought 377 Invesco QQQ Trust shares in Q2 2026, an estimated $259K.
  • Invesco QQQ Trust made up 1.02% of West Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • West Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Invesco QQQ Trust position peaked at $14.2M in Q1 2021.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.