West Wealth Group’s Invesco QQQ Trust QQQ Stock Holding History

West Wealth Group’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	$441K	Sell	598 -398	-40%	-$274K	0.07%	91
2026 Q1	$575K	Buy	996 +219	+28%	+$133K	0.11%	68
2025 Q4	$477K	Buy	777 +6	+0.8%	+$3.68K	0.1%	71
2025 Q3	$465K	Buy	771 +139	+22%	+$79.6K	0.1%	69
2025 Q2	$359K	Buy	632 +54	+9%	+$26.9K	0.09%	73
2025 Q1	$274K	Buy	578 +86	+17%	+$43.7K	0.08%	80
2024 Q4	$252K	Buy	+492	New	+$249K	0.08%	77

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

West Wealth Group's QQQ Position: Q2 2026 in Review

West Wealth Group reduced its Invesco QQQ Trust (QQQ) stake by 40% in Q2 2026, selling an estimated $274K and leaving 598 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #91.

West Wealth Group first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $575K in Q1 2026. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

West Wealth Group held 598 shares of Invesco QQQ Trust worth $441K as of Q2 2026.
West Wealth Group sold 398 Invesco QQQ Trust shares in Q2 2026, an estimated $274K.
Invesco QQQ Trust made up 0.07% of West Wealth Group's portfolio in Q2 2026, its #91 holding.
West Wealth Group first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
West Wealth Group's Invesco QQQ Trust position peaked at $575K in Q1 2026.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.