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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Wealth Group's QQQ Position: Q1 2026 in Review

West Wealth Group increased its Invesco QQQ Trust (QQQ) stake by 28% in Q1 2026, buying an estimated $133K and bringing the position to 996 shares worth $575K. The position accounts for 0.11% of the portfolio, ranked #68.

West Wealth Group first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

West Wealth Group held 996 shares of Invesco QQQ Trust worth $575K as of Q1 2026.
West Wealth Group bought 219 Invesco QQQ Trust shares in Q1 2026, an estimated $133K.
Invesco QQQ Trust made up 0.11% of West Wealth Group's portfolio in Q1 2026, its #68 holding.
West Wealth Group first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.