Westshore Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Westshore Wealth’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	$477K	Buy	826 +22	+3%	+$13.4K	0.17%	50
2025 Q4	$494K	Sell	804 -209	-21%	-$128K	0.16%	50
2025 Q3	$608K	Sell	1,013 -3	-0.3%	-$1.72K	0.21%	43
2025 Q2	$560K	Buy	1,016 +28	+3%	+$13.9K	0.22%	42
2025 Q1	$463K	Hold	988	–	–	0.2%	44
2024 Q4	$505K	Buy	988 +3	+0.3%	+$1.52K	0.2%	37
2024 Q3	$481K	Buy	985 +1	+0.1%	+$473	0.2%	40
2024 Q2	$471K	Sell	984 -10	-1%	-$4.5K	0.2%	35
2024 Q1	$436K	Buy	994 +14	+1%	+$6K	0.18%	44
2023 Q4	$402K	Buy	980 +1	+0.1%	+$380	0.19%	42
2023 Q3	$351K	Buy	979 +1	+0.1%	+$371	0.19%	42
2023 Q2	$361K	Buy	978 +2	+0.2%	+$673	0.18%	48
2023 Q1	$313K	Buy	976 +2	+0.2%	+$590	0.16%	67
2022 Q4	$259K	Buy	+974	New	+$269K	0.15%	82

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

Westshore Wealth's QQQ Position: Q1 2026 in Review

Westshore Wealth increased its Invesco QQQ Trust (QQQ) stake by 2.7% in Q1 2026, buying an estimated $13.4K and bringing the position to 826 shares worth $477K. The position accounts for 0.17% of the portfolio, ranked #50.

Westshore Wealth first reported a position in QQQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $608K in Q3 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Westshore Wealth held 826 shares of Invesco QQQ Trust worth $477K as of Q1 2026.
Westshore Wealth bought 22 Invesco QQQ Trust shares in Q1 2026, an estimated $13.4K.
Invesco QQQ Trust made up 0.17% of Westshore Wealth's portfolio in Q1 2026, its #50 holding.
Westshore Wealth first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 14 quarters since.
Westshore Wealth's Invesco QQQ Trust position peaked at $608K in Q3 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.