Whitaker-Myers Wealth Managers’s Invesco QQQ Trust QQQ Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.05M	Sell	1,419 -132	-9%	-$90.8K	0.17%	73
2026 Q1	$895K	Sell	1,551 -279	-15%	-$169K	0.18%	73
2025 Q4	$1.12M	Sell	1,830 -112	-6%	-$68.7K	0.23%	71
2025 Q3	$1.17M	Sell	1,942 -238	-11%	-$136K	0.25%	49
2025 Q2	$1.2M	Sell	2,180 -424	-16%	-$211K	0.3%	38
2025 Q1	$1.22M	Buy	2,604 +386	+17%	+$196K	0.34%	36
2024 Q4	$1.13M	Sell	2,218 -155	-7%	-$78.4K	0.33%	37
2024 Q3	$1.16M	Sell	2,373 -365	-13%	-$173K	0.39%	37
2024 Q2	$1.31M	Sell	2,738 -531	-16%	-$239K	0.48%	32
2024 Q1	$1.45M	Sell	3,269 -459	-12%	-$197K	0.61%	28
2023 Q4	$1.53M	Sell	3,728 -1,761	-32%	-$668K	0.76%	25
2023 Q3	$1.97M	Buy	5,489 +50	+0.9%	+$18.5K	1.22%	15
2023 Q2	$2.01M	Sell	5,439 -590	-10%	-$199K	1.35%	18
2023 Q1	$1.93M	Sell	6,029 -412	-6%	-$122K	1.5%	18
2022 Q4	$1.72M	Buy	+6,441	New	+$1.78M	1.64%	21

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

Whitaker-Myers Wealth Managers's QQQ Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Invesco QQQ Trust (QQQ) stake by 8.5% in Q2 2026, selling an estimated $90.8K and leaving 1,419 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #73.

Whitaker-Myers Wealth Managers first reported a position in QQQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q2 2023. 3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Whitaker-Myers Wealth Managers held 1,419 shares of Invesco QQQ Trust worth $1.05M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 132 Invesco QQQ Trust shares in Q2 2026, an estimated $90.8K.
Invesco QQQ Trust made up 0.17% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #73 holding.
Whitaker-Myers Wealth Managers first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 15 quarters since.
Whitaker-Myers Wealth Managers's Invesco QQQ Trust position peaked at $2.01M in Q2 2023.
3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.