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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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. 4,024 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.
4,024 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.