WestHill Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

WestHill Financial 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	$674K	Sell	915 -110	-11%	-$75.7K	0.11%	42
2026 Q1	$592K	Buy	1,025 +2	+0.2%	+$1.22K	0.11%	41
2025 Q4	$629K	Sell	1,023 -125	-11%	-$76.7K	0.12%	41
2025 Q3	$689K	Hold	1,148	–	–	0.14%	37
2025 Q2	$634K	Buy	1,148 +2	+0.2%	+$995	0.13%	37
2025 Q1	$538K	Sell	1,146 -110	-9%	-$55.9K	0.12%	37
2024 Q4	$642K	Hold	1,256	–	–	0.14%	36
2024 Q3	$613K	Hold	1,256	–	–	0.14%	37
2024 Q2	$602K	Sell	1,256 -5	-0.4%	-$2.25K	0.15%	35
2024 Q1	$560K	Buy	1,261 +16	+1%	+$6.86K	0.14%	35
2023 Q4	$510K	Hold	1,245	–	–	0.14%	34
2023 Q3	$446K	Hold	1,245	–	–	0.13%	38
2023 Q2	$460K	Hold	1,245	–	–	0.13%	36
2023 Q1	$400K	Sell	1,245 -53	-4%	-$15.6K	0.12%	39
2022 Q4	$346K	Buy	1,298 +53	+4%	+$14.7K	0.11%	44
2022 Q3	$333K	Buy	1,245 +270	+28%	+$81.5K	0.11%	43
2022 Q2	$273K	Hold	975	–	–	0.09%	46
2022 Q1	$354K	Buy	+975	New	+$346K	0.1%	42

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

WestHill Financial Advisors's QQQ Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Invesco QQQ Trust (QQQ) stake by 11% in Q2 2026, selling an estimated $75.7K and leaving 915 shares worth $674K. The position accounts for 0.11% of the portfolio, ranked #42.

WestHill Financial Advisors first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $689K in Q3 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

WestHill Financial Advisors held 915 shares of Invesco QQQ Trust worth $674K as of Q2 2026.
WestHill Financial Advisors sold 110 Invesco QQQ Trust shares in Q2 2026, an estimated $75.7K.
Invesco QQQ Trust made up 0.11% of WestHill Financial Advisors's portfolio in Q2 2026, its #42 holding.
WestHill Financial Advisors first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
WestHill Financial Advisors's Invesco QQQ Trust position peaked at $689K in Q3 2025.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.