WIM
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Westside Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Westside Investment Management’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 		$22.6M Buy
30,753
+172
+0.6% +$118K 2.97% 3
2026
Q1 		$17.7M Buy
30,581
+476
+2% +$289K 2.71% 4
2025
Q4 		$18.5M Sell
30,105
-583
-2% -$358K 2.96% 4
2025
Q3 		$18.4M Sell
30,688
-321
-1% -$184K 2.94% 4
2025
Q2 		$17.1M Sell
31,009
-2,092
-6% -$1.04M 3.17% 4
2025
Q1 		$15.5M Buy
33,101
+2,822
+9% +$1.43M 3.31% 4
2024
Q4 		$15.5M Sell
30,279
-306
-1% -$155K 3.26% 4
2024
Q3 		$14.9M Sell
30,585
-961
-3% -$455K 3.17% 4
2024
Q2 		$15.1M Sell
31,546
-15
-0% -$6.75K 3.45% 3
2024
Q1 		$14M Sell
31,561
-1,392
-4% -$597K 3.36% 4
2023
Q4 		$13.5M Buy
32,953
+406
+1% +$154K 3.45% 2
2023
Q3 		$11.7M Buy
32,547
+704
+2% +$261K 3.36% 2
2023
Q2 		$11.8M Sell
31,843
-2,311
-7% -$778K 3.32% 2
2023
Q1 		$11M Buy
34,154
+1,069
+3% +$315K 3.22% 2
2022
Q4 		$494K Buy
33,085
+78
+0.2% +$21.6K 1.22% 18
2022
Q3 		$544K Buy
33,007
+3,347
+11% +$1.01M 1.3% 17
2022
Q2 		$716K Buy
29,660
+2,246
+8% +$697K 1.62% 8
2022
Q1 		$731K Buy
27,414
+741
+3% +$263K 1.6% 8
2021
Q4 		$691K Sell
26,673
-820
-3% -$317K 1.58% 9
2021
Q3 		$684K Sell
27,493
-766
-3% -$282K 1.58% 9
2021
Q2 		$762K Buy
28,259
+956
+4% +$321K 1.77% 11
2021
Q1 		$686K Buy
27,303
+772
+3% +$247K 1.81% 8
2020
Q4 		$620K Sell
26,531
-618
-2% -$181K 1.7% 12
2020
Q3 		$549K Sell
27,149
-1,346
-5% -$365K 0.25% 11
2020
Q2 		$440K Sell
28,495
-791
-3% -$177K 0.26% 9
2020
Q1 		$234K Buy
+29,286
New +$6.2M 0.16% 17
2019
Q2 		$227K Buy
+25,032
New +$4.61M 0.5% 7
2018
Q4 		$4.71M Buy
30,456
+7,132
+31% +$1.19M 1.72% 7
2018
Q3 		$4.33M Buy
23,324
+58
+0.2% +$10.5K 1.38% 7
2018
Q2 		$4.03M Buy
23,266
+1,222
+6% +$205K 1.42% 7
2018
Q1 		$3.43M Buy
22,044
+1,091
+5% +$180K 1.88% 8
2017
Q4 		$3.41M Buy
20,953
+340
+2% +$51.9K 1.85% 9
2017
Q3 		$3.04M Buy
20,613
+781
+4% +$112K 1.84% 9
2017
Q2 		$2.75M Sell
19,832
-2,240
-10% -$308K 1.79% 8
2017
Q1 		$2.91M Buy
22,072
+3,348
+18% +$428K 1.39% 7
2016
Q4 		$2.3M Buy
+18,724
New +$2.21M 1.57% 6

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Westside Investment Management's QQQ Position: Q2 2026 in Review

Westside Investment Management increased its Invesco QQQ Trust (QQQ) stake by 0.56% in Q2 2026, buying an estimated $118K and bringing the position to 30,753 shares worth $22.6M. The position accounts for 2.97% of the portfolio, ranked #3.

Westside Investment Management first reported a position in QQQ in Q4 2016 and has held it in 36 quarters since. 1,773 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Westside Investment Management held 30,753 shares of Invesco QQQ Trust worth $22.6M as of Q2 2026.
  • Westside Investment Management bought 172 Invesco QQQ Trust shares in Q2 2026, an estimated $118K.
  • Invesco QQQ Trust made up 2.97% of Westside Investment Management's portfolio in Q2 2026, its #3 holding.
  • Westside Investment Management first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 36 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.