Heck Capital Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Heck Capital 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	$1.66M	Hold	2,250	–	–	0.1%	99
2026 Q1	$1.3M	Hold	2,250	–	–	0.1%	101
2025 Q4	$1.38M	Hold	2,250	–	–	0.1%	102
2025 Q3	$1.35M	Hold	2,250	–	–	0.1%	102
2025 Q2	$1.24M	Buy	+2,250	New	+$1.12M	0.11%	93
2020 Q3	–	Sell	-9,402	Closed	-$2.33M	–	108
2020 Q2	$2.33M	Buy	9,402 +5,128	+120%	+$1.15M	0.49%	26
2020 Q1	$814K	Sell	4,274 -694	-14%	-$147K	0.23%	34
2019 Q4	$1.06M	Sell	4,968 -14	-0.3%	-$2.8K	0.25%	36
2019 Q3	$941K	Buy	+4,982	New	+$944K	0.29%	37

Other funds holding QQQ

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return