Hegarty Advisors
QQQ icon

Hegarty Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Hegarty 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
Q3 		$3.81M Buy
5,157
+1,330
+35% +$950K 2.36% 13
2026
Q2 		$2.82M Sell
3,827
-5
-0.1% -$3.44K 1.94% 15
2026
Q1 		$2.21M Buy
+3,832
New +$2.33M 1.74% 18

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Hegarty Advisors's QQQ Position: Q3 2026 in Review

Hegarty Advisors increased its Invesco QQQ Trust (QQQ) stake by 35% in Q3 2026, buying an estimated $950K and bringing the position to 5,157 shares worth $3.81M. The position accounts for 2.36% of the portfolio, ranked #13.

Hegarty Advisors first reported a position in QQQ in Q1 2026 and has held it in 3 quarters since. 2,925 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Hegarty Advisors held 5,157 shares of Invesco QQQ Trust worth $3.81M as of Q3 2026.
  • Hegarty Advisors bought 1,330 Invesco QQQ Trust shares in Q3 2026, an estimated $950K.
  • Invesco QQQ Trust made up 2.36% of Hegarty Advisors's portfolio in Q3 2026, its #13 holding.
  • Hegarty Advisors first reported a position in Invesco QQQ Trust in Q1 2026 and has held it in 3 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.