DHK Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

DHK 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
2025 Q2	$1.75M	Buy	3,164 +5	+0.2%	+$2.49K	1%	19
2025 Q1	$1.48M	Hold	3,159	–	–	0.81%	29
2024 Q4	$1.62M	Buy	3,159 +9	+0.3%	+$4.55K	0.98%	20
2024 Q3	$1.54M	Hold	3,150	–	–	0.94%	22
2024 Q2	$1.51M	Hold	3,150	–	–	1.05%	18
2024 Q1	$1.4M	Buy	3,150 +1,500	+91%	+$643K	0.99%	28
2023 Q4	$676K	Hold	1,650	–	–	0.51%	43
2023 Q3	$592K	Sell	1,650 -2,276	-58%	-$844K	0.53%	42
2023 Q2	$1.45M	Buy	3,926 +1,650	+72%	+$555K	1.24%	24
2023 Q1	$732K	Buy	+2,276	New	+$672K	0.91%	25

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

DHK Financial Advisors's QQQ Position: Q2 2025 in Review

DHK Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.16% in Q2 2025, buying an estimated $2.49K and bringing the position to 3,164 shares worth $1.75M. The position accounts for 1% of the portfolio, ranked #19.

DHK Financial Advisors first reported a position in QQQ in Q1 2023 and has held it in 10 quarters since. 3,486 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

DHK Financial Advisors held 3,164 shares of Invesco QQQ Trust worth $1.75M as of Q2 2025.
DHK Financial Advisors bought 5 Invesco QQQ Trust shares in Q2 2025, an estimated $2.49K.
Invesco QQQ Trust made up 1% of DHK Financial Advisors's portfolio in Q2 2025, its #19 holding.
DHK Financial Advisors first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 10 quarters since.
3,486 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.