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 Q3	$959K	Sell	1,297 -122	-9%	-$87.2K	0.16%	71
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Whitaker-Myers Wealth Managers's QQQ Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Invesco QQQ Trust (QQQ) stake by 8.6% in Q3 2026, selling an estimated $87.2K and leaving 1,297 shares worth $959K. The position accounts for 0.16% of the portfolio, ranked #71.

Whitaker-Myers Wealth Managers first reported a position in QQQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.01M in Q2 2023. 436 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Whitaker-Myers Wealth Managers held 1,297 shares of Invesco QQQ Trust worth $959K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 122 Invesco QQQ Trust shares in Q3 2026, an estimated $87.2K.
Invesco QQQ Trust made up 0.16% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #71 holding.
Whitaker-Myers Wealth Managers first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 16 quarters since.
Whitaker-Myers Wealth Managers's Invesco QQQ Trust position peaked at $2.01M in Q2 2023.
436 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.