Westfuller Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Westfuller 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 Q3	$3.35M	Sell	4,530 -60	-1%	-$42.9K	0.99%	26
2026 Q2	$3.38M	Sell	4,590 -226	-5%	-$155K	1.23%	25
2026 Q1	$2.78M	Sell	4,816 -869	-15%	-$528K	1.2%	20
2025 Q4	$3.49M	Buy	5,685 +245	+5%	+$150K	1.41%	16
2025 Q3	$3.27M	Buy	5,440 +158	+3%	+$90.5K	1.49%	17
2025 Q2	$2.92M	Sell	5,282 -51	-1%	-$25.4K	1.66%	16
2025 Q1	$2.5M	Buy	5,333 +209	+4%	+$106K	1.67%	17
2024 Q4	$2.62M	Buy	5,124 +59	+1%	+$29.8K	1.66%	17
2024 Q3	$2.48M	Buy	+5,065	New	+$2.4M	1.78%	16
2024 Q1	$2.22M	Buy	+4,995	New	+$2.14M	2.66%	11

Other funds holding QQQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Westfuller Advisors's QQQ Position: Q3 2026 in Review

Westfuller Advisors reduced its Invesco QQQ Trust (QQQ) stake by 1.3% in Q3 2026, selling an estimated $42.9K and leaving 4,530 shares worth $3.35M. The position accounts for 0.99% of the portfolio, ranked #26.

Westfuller Advisors first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.49M in Q4 2025. 3,269 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Westfuller Advisors held 4,530 shares of Invesco QQQ Trust worth $3.35M as of Q3 2026.
Westfuller Advisors sold 60 Invesco QQQ Trust shares in Q3 2026, an estimated $42.9K.
Invesco QQQ Trust made up 0.99% of Westfuller Advisors's portfolio in Q3 2026, its #26 holding.
Westfuller Advisors first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
Westfuller Advisors's Invesco QQQ Trust position peaked at $3.49M in Q4 2025.
3,269 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.