William Howard & Co Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

William Howard & Co Financial Advisors’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	$1.22M	Hold	1,662	–	–	0.95%	19
2026 Q1	$960K	Hold	1,662	–	–	0.83%	20
2025 Q4	$1.02M	Sell	1,662 -30	-2%	-$18.4K	0.86%	20
2025 Q3	$1.02M	Buy	1,692 +1	+0.1%	+$573	0.86%	20
2025 Q2	$933K	Sell	1,691 -29	-2%	-$14.4K	0.81%	20
2025 Q1	$807K	Sell	1,720 -55	-3%	-$27.9K	0.76%	22
2024 Q4	$907K	Sell	1,775 -31	-2%	-$15.7K	0.82%	19
2024 Q3	$882K	Buy	1,806 +253	+16%	+$120K	0.75%	22
2024 Q2	$744K	Buy	1,553 +346	+29%	+$156K	0.69%	23
2024 Q1	$536K	Buy	+1,207	New	+$518K	0.5%	27

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

William Howard & Co Financial Advisors's QQQ Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,662 shares worth $1.22M. The position accounts for 0.95% of the portfolio, ranked #19.

William Howard & Co Financial Advisors first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

William Howard & Co Financial Advisors held 1,662 shares of Invesco QQQ Trust worth $1.22M as of Q2 2026.
William Howard & Co Financial Advisors left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.95% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #19 holding.
William Howard & Co Financial Advisors first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.