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

BHK 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 Q1	$292K	Sell	506 -2	-0.4%	-$1.22K	0.1%	71
2025 Q4	$312K	Sell	508 -2	-0.4%	-$1.23K	0.1%	65
2025 Q3	$354K	Buy	+510	New	+$292K	0.13%	55
2018 Q2	–	Sell	-2,857	Closed	-$457K	–	84
2018 Q1	$457K	Buy	2,857 +103	+4%	+$17K	0.34%	34
2017 Q4	$429K	Buy	+2,754	New	+$420K	0.36%	33

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BHK Investment Advisors's QQQ Position: Q1 2026 in Review

BHK Investment Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.39% in Q1 2026, selling an estimated $1.22K and leaving 506 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #71.

BHK Investment Advisors first reported a position in QQQ in Q4 2017 and has held it in 5 quarters since. The position peaked at $457K in Q1 2018. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

BHK Investment Advisors held 506 shares of Invesco QQQ Trust worth $292K as of Q1 2026.
BHK Investment Advisors sold 2 Invesco QQQ Trust shares in Q1 2026, an estimated $1.22K.
Invesco QQQ Trust made up 0.1% of BHK Investment Advisors's portfolio in Q1 2026, its #71 holding.
BHK Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 5 quarters since.
BHK Investment Advisors's Invesco QQQ Trust position peaked at $457K in Q1 2018.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.