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 Q3	$444K	Buy	600 +2	+0.3%	+$1.43K	0.07%	91
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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

West Wealth Group's QQQ Position: Q3 2026 in Review

West Wealth Group increased its Invesco QQQ Trust (QQQ) stake by 0.33% in Q3 2026, buying an estimated $1.43K and bringing the position to 600 shares worth $444K. 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 8 quarters since. The position peaked at $575K in Q1 2026. 2,386 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

West Wealth Group held 600 shares of Invesco QQQ Trust worth $444K as of Q3 2026.
West Wealth Group bought 2 Invesco QQQ Trust shares in Q3 2026, an estimated $1.43K.
Invesco QQQ Trust made up 0.07% of West Wealth Group's portfolio in Q3 2026, its #91 holding.
West Wealth Group first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
West Wealth Group's Invesco QQQ Trust position peaked at $575K in Q1 2026.
2,386 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.