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Hager Investment Management Services’s Invesco QQQ Trust QQQ Stock Holding History

Hager Investment Management Services’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 		$286K Sell
388
-10
-3% -$6.88K 0.13% 90
2026
Q1 		$230K Sell
398
-5
-1% -$3.04K 0.13% 87
2025
Q4 		$248K Hold
403
– – 0.14% 81
2025
Q3 		$242K Hold
403
– – 0.13% 88
2025
Q2 		$222K Sell
403
-27
-6% -$13.4K 0.13% 84
2025
Q1 		$202K Sell
430
-15
-3% -$7.62K 0.14% 84
2024
Q4 		$227K Buy
+445
New +$225K 0.14% 85

Other funds holding QQQ

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hager Investment Management Services's QQQ Position: Q2 2026 in Review

Hager Investment Management Services reduced its Invesco QQQ Trust (QQQ) stake by 2.5% in Q2 2026, selling an estimated $6.88K and leaving 388 shares worth $286K. The position accounts for 0.13% of the portfolio, ranked #90.

Hager Investment Management Services first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Hager Investment Management Services held 388 shares of Invesco QQQ Trust worth $286K as of Q2 2026.
  • Hager Investment Management Services sold 10 Invesco QQQ Trust shares in Q2 2026, an estimated $6.88K.
  • Invesco QQQ Trust made up 0.13% of Hager Investment Management Services's portfolio in Q2 2026, its #90 holding.
  • Hager Investment Management Services first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.