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

West Michigan 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 		$6.48M Buy
8,796
+2,789
+46% +$1.92M 1.23% 12
2026
Q1 		$3.47M Buy
6,007
+1,693
+39% +$1.03M 0.76% 37
2025
Q4 		$2.65M Buy
4,314
+1,722
+66% +$1.06M 0.61% 51
2025
Q3 		$1.56M Buy
2,592
+1,558
+151% +$892K 0.37% 78
2025
Q2 		$571K Sell
1,034
-373
-27% -$186K 0.16% 103
2025
Q1 		$661K Sell
1,407
-316
-18% -$161K 0.22% 77
2024
Q4 		$881K Buy
1,723
+1,170
+212% +$592K 0.27% 70
2024
Q3 		$270K Sell
553
-797
-59% -$377K 0.08% 156
2024
Q2 		$648K Sell
1,350
-5
-0.4% -$2.25K 0.21% 80
2024
Q1 		$602K Buy
1,355
+526
+63% +$226K 0.2% 81
2023
Q4 		$340K Sell
829
-1
-0.1% -$380 0.13% 101
2023
Q3 		$297K Sell
830
-35
-4% -$13K 0.16% 101
2023
Q2 		$320K Sell
865
-19
-2% -$6.4K 0.13% 144
2023
Q1 		$284K Buy
884
+14
+2% +$4.13K 0.16% 105
2022
Q4 		$232K Sell
870
-976
-53% -$270K 0.17% 100
2022
Q3 		$494K Buy
1,846
+304
+20% +$91.7K 0.43% 53
2022
Q2 		$432K Sell
1,542
-275
-15% -$85.3K 0.37% 57
2022
Q1 		$659K Sell
1,817
-187
-9% -$66.4K 0.45% 51
2021
Q4 		$797K Buy
+2,004
New +$774K 0.59% 36

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

West Michigan Advisors's QQQ Position: Q2 2026 in Review

West Michigan Advisors increased its Invesco QQQ Trust (QQQ) stake by 46% in Q2 2026, buying an estimated $1.92M and bringing the position to 8,796 shares worth $6.48M. The position accounts for 1.23% of the portfolio, ranked #12.

West Michigan Advisors first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • West Michigan Advisors held 8,796 shares of Invesco QQQ Trust worth $6.48M as of Q2 2026.
  • West Michigan Advisors bought 2,789 Invesco QQQ Trust shares in Q2 2026, an estimated $1.92M.
  • Invesco QQQ Trust made up 1.23% of West Michigan Advisors's portfolio in Q2 2026, its #12 holding.
  • West Michigan Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.