Alan N. Hoffman Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Alan N. Hoffman Investment Management’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	$962K	Sell	1,306 -3	-0.2%	-$2.06K	0.57%	9
2026 Q1	$756K	Hold	1,309	–	–	0.5%	9
2025 Q4	$804K	Sell	1,309 -88	-6%	-$54K	0.45%	9
2025 Q3	$839K	Hold	1,397	–	–	0.37%	9
2025 Q2	$771K	Hold	1,397	–	–	0.38%	9
2025 Q1	$655K	Sell	1,397 -4	-0.3%	-$2.03K	0.34%	9
2024 Q4	$716K	Buy	1,401 +61	+5%	+$30.9K	0.32%	9
2024 Q3	$654K	Buy	1,340 +28	+2%	+$13.3K	0.31%	9
2024 Q2	$629K	Sell	1,312 -31	-2%	-$13.9K	0.31%	9
2024 Q1	$596K	Sell	1,343 -10	-0.7%	-$4.29K	0.33%	10
2023 Q4	$554K	Buy	1,353 +73	+6%	+$27.7K	0.31%	8
2023 Q3	$459K	Buy	1,280 +394	+44%	+$146K	0.3%	8
2023 Q2	$327K	Buy	886 +206	+30%	+$69.3K	0.19%	10
2023 Q1	$218K	Buy	+680	New	+$201K	0.15%	12

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Alan N. Hoffman Investment Management's QQQ Position: Q2 2026 in Review

Alan N. Hoffman Investment Management reduced its Invesco QQQ Trust (QQQ) stake by 0.23% in Q2 2026, selling an estimated $2.06K and leaving 1,306 shares worth $962K. The position accounts for 0.57% of the portfolio, ranked #9.

Alan N. Hoffman Investment Management first reported a position in QQQ in Q1 2023 and has held it in 14 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Alan N. Hoffman Investment Management held 1,306 shares of Invesco QQQ Trust worth $962K as of Q2 2026.
Alan N. Hoffman Investment Management sold 3 Invesco QQQ Trust shares in Q2 2026, an estimated $2.06K.
Invesco QQQ Trust made up 0.57% of Alan N. Hoffman Investment Management's portfolio in Q2 2026, its #9 holding.
Alan N. Hoffman Investment Management first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 14 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Alan N. Hoffman Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.