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Hemington Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$534K Hold
890
– – 0.07% 81
2025
Q2 		$490K Hold
890
– – 0.07% 80
2025
Q1 		$417K Hold
890
– – 0.06% 82
2024
Q4 		$454K Buy
890
+137
+18% +$69.3K 0.11% 78
2024
Q3 		$364K Buy
753
+255
+51% +$121K 0.1% 87
2024
Q2 		$238K Hold
498
– – 0.08% 103
2024
Q1 		$222K Buy
+498
New +$214K 0.08% 105
2022
Q1 		– Sell
-1,531
Closed -$480K – 110
2021
Q4 		$480K Buy
+1,531
New +$591K 0.22% 49
2021
Q1 		– Sell
-1,531
Closed -$480K – 91
2020
Q4 		$480K Buy
+1,531
New +$449K 0.22% 49

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hemington Wealth Management's QQQ Position: Q3 2025 in Review

Hemington Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q3 2025 at 890 shares worth $534K. The position accounts for 0.07% of the portfolio, ranked #81.

Hemington Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 9 quarters since. 3,561 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Hemington Wealth Management held 890 shares of Invesco QQQ Trust worth $534K as of Q3 2025.
  • Hemington Wealth Management left its Invesco QQQ Trust share count unchanged in Q3 2025.
  • Invesco QQQ Trust made up 0.07% of Hemington Wealth Management's portfolio in Q3 2025, its #81 holding.
  • Hemington Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 9 quarters since.
  • 3,561 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.