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HBW Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

HBW Advisory 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
2023
Q1 		– Sell
-6,178
Closed -$1.65M – 287
2022
Q4 		$1.65M Buy
+6,178
New +$1.71M 0.43% 67

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

HBW Advisory Services's QQQ Position: Q2 2026 in Review

HBW Advisory Services increased its Invesco QQQ Trust (QQQ) stake by 6.7% in Q2 2026, buying an estimated $2.49M and bringing the position to 57,393 shares worth $42.3M. The position accounts for 3.82% of the portfolio, ranked #3.

HBW Advisory Services first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 1,045 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • HBW Advisory Services held 57,393 shares of Invesco QQQ Trust worth $42.3M as of Q2 2026.
  • HBW Advisory Services bought 3,614 Invesco QQQ Trust shares in Q2 2026, an estimated $2.49M.
  • Invesco QQQ Trust made up 3.82% of HBW Advisory Services's portfolio in Q2 2026, its #3 holding.
  • HBW Advisory Services first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.