HNWA
QQQ icon

Henrickson Nauta Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Henrickson Nauta 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 		$1.49M Buy
2,022
+587
+41% +$404K 0.36% 26
2026
Q1 		$829K Buy
1,435
+109
+8% +$66.2K 0.23% 38
2025
Q4 		$826K Buy
1,326
+654
+97% +$401K 0.12% 51
2025
Q3 		$403K Sell
672
-473
-41% -$271K 0.13% 52
2025
Q2 		$632K Buy
1,145
+591
+107% +$294K 0.22% 45
2025
Q1 		$247K Sell
554
-485
-47% -$246K 0.1% 64
2024
Q4 		$531K Buy
1,039
+86
+9% +$43.5K 0.22% 43
2024
Q3 		$465K Buy
+953
New +$451K 0.18% 46
2022
Q1 		– Sell
-127
Closed -$45K – 206
2021
Q4 		$45K Buy
+127
New +$49K 0.04% 95

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Henrickson Nauta Wealth Advisors's QQQ Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 41% in Q2 2026, buying an estimated $404K and bringing the position to 2,022 shares worth $1.49M. The position accounts for 0.36% of the portfolio, ranked #26.

Henrickson Nauta Wealth Advisors first reported a position in QQQ in Q4 2021 and has held it in 9 quarters since. 1,300 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 2,022 shares of Invesco QQQ Trust worth $1.49M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 587 Invesco QQQ Trust shares in Q2 2026, an estimated $404K.
  • Invesco QQQ Trust made up 0.36% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 9 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.