Back to Sequoia Financial Advisors, LLC Sequoia Financial Advisors, LLC

QQQQQQ
30 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in INVESCO QQQ TR

Yes. Sequoia Financial Advisors holds 106,509 shares of QQQ, worth $78.4M, as of its Q2 2026 13F filing. It increased the position by 495 shares (+0.5%) from Q1 2026. Sequoia Financial Advisors has held QQQ since Q4 2019, across 27 quarterly 13F filings. QQQ is 0.4% of Sequoia Financial Advisors' reported 13F portfolio.

Current Value

$78.4M

Current Shares

106,509

Total Value Change

+$75.6M

Total Shares Change

+90,506

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
106,509
+0.5%
$78.4M0.4%$735.63
36
2026-Q1
Decreased
106,014
-2.9%
$61.2M0.3%$575.95
0
2025-Q4
Increased
109,159
+1.7%
$67.1M0.4%$612.22
36
2025-Q3
Increased
107,365
+2.5%
$64.5M0.4%$597.56
36
2025-Q2
Decreased
104,786
-0.9%
$57.8M0.4%$548.42
0
2025-Q1
Increased
105,720
+5.8%
$49.6M0.4%$465.66
37
2024-Q4
Increased
99,954
+5.0%
$51.1M0.5%$506.92
37
2024-Q3
Increased
95,153
+1.1%
$46.4M0.5%$483.18
35
2024-Q2
Decreased
94,141
-0.8%
$45.1M0.5%$473.64
0
2024-Q1
Increased
94,890
+9.2%
$42.1M0.5%$438.25
45
2023-Q4
Increased
86,927
+18.4%
$35.6M0.4%$403.67
41
2023-Q3
Increased
73,434
+6.5%
$26.3M0.5%$352.26
37
2023-Q2
Increased
68,940
+3.2%
$25.5M0.4%$362.70
35
2023-Q1
Increased
66,777
+1.3%
$21.4M0.5%$314.66
34
2022-Q4
Decreased
65,907
-1.8%
$17.5M0.4%$260.68
0
2022-Q3
Decreased
67,081
-7.6%
$17.9M0.6%$261.01
0
2022-Q2
Decreased
72,620
-10.1%
$20.4M0.6%$273.24
0
2022-Q1
Increased
80,742
+5.1%
$29.3M0.7%$352.75
43
2021-Q4
Increased
76,801
+356.8%
$30.6M0.8%$386.63
66
2021-Q3
Decreased
16,812
-75.0%
$6M0.6%$347.42
0
2021-Q2
Increased
67,219
+9.6%
$23.8M0.9%$343.61
44
2021-Q1
Decreased
61,350
-2.8%
$19.6M0.8%$309.03
0
2020-Q4
Increased
63,144
+13.9%
$19.8M0.9%$303.43
45
2020-Q3
Increased
55,454
+30.8%
$15.4M0.8%$268.22
50
2020-Q2
Increased
42,383
+53.1%
$10.5M0.6%$239.03
55
2020-Q1
Increased
27,682
+21.9%
$5.3M0.4%$183.49
39
2019-Q4
New
22,705
-
$4.8M0.3%$204.46
45
2019-Q3
Exited
0
-100.0%
$00.0%$181.18
0
2019-Q2
Increased
17,410
+8.8%
$3.3M0.2%$178.83
34
2019-Q1
First report
16,003
-
$2.9M0.2%$171.67
0

Other major holders of QQQ: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used