HFS
QQQ icon

HBC Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

HBC Financial 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
2024
Q4 		$5K Hold
10
– – ﹤0.01% 137
2024
Q3 		$4K Hold
10
– – ﹤0.01% 148
2024
Q2 		$4K Hold
10
– – ﹤0.01% 129
2024
Q1 		$4K Buy
+10
New +$4.29K ﹤0.01% 128

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HBC Financial Services's QQQ Position: Q4 2024 in Review

HBC Financial Services held its Invesco QQQ Trust (QQQ) position steady in Q4 2024 at 10 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

HBC Financial Services first reported a position in QQQ in Q1 2024 and has held it in 4 quarters since. 3,415 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • HBC Financial Services held 10 shares of Invesco QQQ Trust worth $5K as of Q4 2024.
  • HBC Financial Services left its Invesco QQQ Trust share count unchanged in Q4 2024.
  • Invesco QQQ Trust made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #137 holding.
  • HBC Financial Services first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 4 quarters since.
  • 3,415 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.