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YHB Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

YHB Investment 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 		$5.86M Sell
7,955
-1,351
-15% -$930K 0.38% 68
2026
Q1 		$5.37M Buy
9,306
+10
+0.1% +$6.08K 0.39% 74
2025
Q4 		$5.71M Buy
9,296
+1,845
+25% +$1.13M 0.39% 68
2025
Q3 		$4.47M Buy
7,451
+258
+4% +$148K 0.33% 77
2025
Q2 		$3.97M Buy
7,193
+3
+0% +$1.49K 0.31% 84
2025
Q1 		$3.37M Buy
7,190
+452
+7% +$230K 0.28% 85
2024
Q4 		$3.44M Sell
6,738
-218
-3% -$110K 0.28% 83
2024
Q3 		$3.4M Buy
6,956
+61
+0.9% +$28.9K 0.28% 85
2024
Q2 		$3.3M Buy
6,895
+174
+3% +$78.3K 0.28% 85
2024
Q1 		$2.98M Sell
6,721
-158
-2% -$67.7K 0.26% 92
2023
Q4 		$2.82M Sell
6,879
-149
-2% -$56.6K 0.27% 87
2023
Q3 		$2.52M Buy
7,028
+41
+0.6% +$15.2K 0.23% 100
2023
Q2 		$2.58M Sell
6,987
-427
-6% -$144K 0.24% 98
2023
Q1 		$2.38M Sell
7,414
-196
-3% -$57.8K 0.24% 98
2022
Q4 		$2.03M Sell
7,610
-195
-2% -$53.9K 0.22% 101
2022
Q3 		$2.09M Buy
7,805
+140
+2% +$42.3K 0.23% 101
2022
Q2 		$2.15M Sell
7,665
-480
-6% -$149K 0.23% 106
2022
Q1 		$2.95M Buy
8,145
+45
+0.6% +$16K 0.26% 95
2021
Q4 		$3.22M Sell
8,100
-191
-2% -$73.7K 0.26% 94
2021
Q3 		$2.97M Sell
8,291
-166
-2% -$61.1K 0.26% 102
2021
Q2 		$3M Buy
8,457
+65
+0.8% +$21.9K 0.26% 102
2021
Q1 		$2.87M Sell
8,392
-92
-1% -$29.4K 0.25% 103
2020
Q4 		$2.66M Buy
8,484
+115
+1% +$33.8K 0.25% 97
2020
Q3 		$2.33M Buy
+8,369
New +$2.27M 0.25% 94
2015
Q3 		– Sell
-7,954
Closed -$852K – 165
2015
Q2 		$852K Buy
7,954
+150
+2% +$16.3K 0.19% 113
2015
Q1 		$824K Buy
7,804
+225
+3% +$23.6K 0.18% 112
2014
Q4 		$783K Buy
7,579
+225
+3% +$22.8K 0.18% 111
2014
Q3 		$727K Sell
7,354
-45
-0.6% -$4.38K 0.17% 110
2014
Q2 		$695K Buy
7,399
+4
+0.1% +$357 0.17% 105
2014
Q1 		$648K Buy
7,395
+250
+3% +$22.1K 0.16% 107
2013
Q4 		$628K Buy
7,145
+975
+16% +$81.2K 0.17% 105
2013
Q3 		$487K Buy
6,170
+525
+9% +$40K 0.14% 109
2013
Q2 		$402K Buy
+5,645
New +$403K 0.13% 122

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

YHB Investment Advisors's QQQ Position: Q2 2026 in Review

YHB Investment Advisors reduced its Invesco QQQ Trust (QQQ) stake by 15% in Q2 2026, selling an estimated $930K and leaving 7,955 shares worth $5.86M. The position accounts for 0.38% of the portfolio, ranked #68.

YHB Investment Advisors first reported a position in QQQ in Q2 2013 and has held it in 33 quarters since. 1,521 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • YHB Investment Advisors held 7,955 shares of Invesco QQQ Trust worth $5.86M as of Q2 2026.
  • YHB Investment Advisors sold 1,351 Invesco QQQ Trust shares in Q2 2026, an estimated $930K.
  • Invesco QQQ Trust made up 0.38% of YHB Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • YHB Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 33 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.