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

HC 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
2022 Q2	$186K	Hold	663	–	–	0.12%	77
2022 Q1	$240K	Buy	663 +4	+0.6%	+$1.42K	0.14%	77
2021 Q4	$262K	Hold	659	–	–	0.15%	75
2021 Q3	$236K	Hold	659	–	–	0.14%	77
2021 Q2	$234K	Hold	659	–	–	0.14%	77
2021 Q1	$210K	Buy	659 +3	+0.5%	+$959	0.13%	75
2020 Q4	$206K	Buy	656 +655	+65,500%	+$192K	0.13%	75
2020 Q3	$0	Buy	+1	New	+$271	﹤0.01%	392

Other funds holding QQQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HC Financial Advisors's QQQ Position: Q2 2022 in Review

HC Financial Advisors held its Invesco QQQ Trust (QQQ) position steady in Q2 2022 at 663 shares worth $186K. The position accounts for 0.12% of the portfolio, ranked #77.

HC Financial Advisors first reported a position in QQQ in Q3 2020 and has held it in 8 quarters since. The position peaked at $262K in Q4 2021. 2,268 funds tracked by Wall St. Rank hold QQQ as of Q2 2022.

HC Financial Advisors held 663 shares of Invesco QQQ Trust worth $186K as of Q2 2022.
HC Financial Advisors left its Invesco QQQ Trust share count unchanged in Q2 2022.
Invesco QQQ Trust made up 0.12% of HC Financial Advisors's portfolio in Q2 2022, its #77 holding.
HC Financial Advisors first reported a position in Invesco QQQ Trust in Q3 2020 and has held it in 8 quarters since.
HC Financial Advisors's Invesco QQQ Trust position peaked at $262K in Q4 2021.
2,268 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.