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HCR Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

HCR Wealth 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
2026
Q2 		$8.32M Sell
11,304
-13
-0.1% -$8.94K 0.75% 23
2026
Q1 		$6.53M Buy
11,317
+221
+2% +$134K 0.68% 25
2025
Q4 		$6.82M Sell
11,096
-160
-1% -$98.2K 0.68% 25
2025
Q3 		$6.82M Buy
11,256
+595
+6% +$341K 0.71% 22
2025
Q2 		$5.88M Sell
10,661
-81
-0.8% -$40.3K 0.69% 22
2025
Q1 		$5.04M Buy
10,742
+6
+0.1% +$3.05K 0.66% 24
2024
Q4 		$5.49M Sell
10,736
-300
-3% -$152K 0.69% 19
2024
Q3 		$5.39M Buy
11,036
+656
+6% +$310K 0.7% 19
2024
Q2 		$4.97M Buy
10,380
+537
+5% +$242K 0.71% 19
2024
Q1 		$4.37M Buy
9,843
+14
+0.1% +$6K 0.66% 23
2023
Q4 		$4.03M Buy
9,829
+3,051
+45% +$1.16M 0.64% 26
2023
Q3 		$2.43M Sell
6,778
-188
-3% -$69.7K 0.53% 33
2023
Q2 		$2.57M Sell
6,966
-1,377
-17% -$464K 0.48% 37
2023
Q1 		$2.68M Hold
8,343
– – 0.53% 37
2022
Q4 		$2.22M Hold
8,343
– – 0.47% 43
2022
Q3 		$2.23M Sell
8,343
-325
-4% -$98.1K 0.47% 42
2022
Q2 		$2.43M Hold
8,668
– – 0.49% 44
2022
Q1 		$3.14M Buy
8,668
+16
+0.2% +$5.68K 0.51% 41
2021
Q4 		$3.44M Hold
8,652
– – 0.53% 40
2021
Q3 		$3.1M Hold
8,652
– – 0.52% 43
2021
Q2 		$3.07M Buy
8,652
+3
+0% +$1.01K 0.53% 39
2021
Q1 		$2.76M Buy
+8,649
New +$2.77M 0.55% 38
2018
Q2 		– Sell
-15,863
Closed -$2.54M – 175
2018
Q1 		$2.54M Buy
15,863
+7
+0% +$1.16K 0.88% 23
2017
Q4 		$2.47M Buy
15,856
+27
+0.2% +$4.12K 0.86% 24
2017
Q3 		$2.3M Buy
15,829
+177
+1% +$25.4K 0.97% 23
2017
Q2 		$2.15M Buy
15,652
+202
+1% +$27.8K 1.06% 23
2017
Q1 		$2.04M Sell
15,450
-427
-3% -$54.5K 1.05% 26
2016
Q4 		$1.88M Buy
+15,877
New +$1.87M 0.99% 27

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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

HCR Wealth Advisors's QQQ Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.11% in Q2 2026, selling an estimated $8.94K and leaving 11,304 shares worth $8.32M. The position accounts for 0.75% of the portfolio, ranked #23.

HCR Wealth Advisors first reported a position in QQQ in Q4 2016 and has held it in 28 quarters since. 901 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • HCR Wealth Advisors held 11,304 shares of Invesco QQQ Trust worth $8.32M as of Q2 2026.
  • HCR Wealth Advisors sold 13 Invesco QQQ Trust shares in Q2 2026, an estimated $8.94K.
  • Invesco QQQ Trust made up 0.75% of HCR Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • HCR Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 28 quarters since.
  • 901 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.