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Westmount Partners’s Invesco QQQ Trust QQQ Stock Holding History

Westmount Partners’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 		$5.99M Sell
8,128
-1,283
-14% -$883K 1.31% 15
2026
Q1 		$5.43M Buy
9,411
+1,492
+19% +$906K 1.34% 15
2025
Q4 		$4.86M Sell
7,919
-86
-1% -$52.8K 1.21% 17
2025
Q3 		$4.83M Sell
8,005
-394
-5% -$226K 1.25% 19
2025
Q2 		$4.63M Buy
8,399
+93
+1% +$46.3K 1.27% 16
2025
Q1 		$3.89M Buy
8,306
+64
+0.8% +$32.5K 1.19% 17
2024
Q4 		$4.21M Buy
8,242
+167
+2% +$84.5K 1.28% 17
2024
Q3 		$3.94M Sell
8,075
-320
-4% -$151K 1.19% 18
2024
Q2 		$4.05M Buy
8,395
+10
+0.1% +$4.5K 1.34% 14
2024
Q1 		$3.72M Buy
8,385
+269
+3% +$115K 1.34% 17
2023
Q4 		$3.32M Sell
8,116
-61
-0.7% -$23.2K 1.36% 13
2023
Q3 		$2.93M Buy
8,177
+442
+6% +$164K 1.29% 15
2023
Q2 		$2.86M Sell
7,735
-143
-2% -$48.1K 1.24% 17
2023
Q1 		$2.53M Buy
7,878
+73
+0.9% +$21.5K 1.17% 19
2022
Q4 		$2.08M Buy
+7,805
New +$2.16M 1.08% 20

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BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return