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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return