HF Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History

HF Advisory Group’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	$4.28M	Buy	5,779 +122	+2%	+$87.2K	1.27%	21
2026 Q2	$4.17M	Sell	5,657 -5	-0.1%	-$3.44K	1.29%	19
2026 Q1	$3.27M	Sell	5,662 -67	-1%	-$40.7K	1.11%	28
2025 Q4	$3.52M	Sell	5,729 -54	-0.9%	-$33.1K	1.23%	21
2025 Q3	$3.47M	Sell	5,783 -49	-0.8%	-$28.1K	1.28%	21
2025 Q2	$3.22M	Sell	5,832 -14	-0.2%	-$6.96K	1.27%	22
2025 Q1	$2.74M	Buy	5,846 +80	+1%	+$40.6K	1.2%	22
2024 Q4	$2.95M	Buy	5,766 +179	+3%	+$90.5K	1.35%	16
2024 Q3	$2.73M	Buy	5,587 +1,134	+25%	+$537K	1.27%	15
2024 Q2	$2.13M	Buy	4,453 +281	+7%	+$126K	1.1%	23
2024 Q1	$1.85M	Sell	4,172 -146	-3%	-$62.6K	1.04%	31
2023 Q4	$1.77M	Buy	4,318 +18	+0.4%	+$6.83K	1.13%	24
2023 Q3	$1.55M	Sell	4,300 -47	-1%	-$17.4K	1.15%	25
2023 Q2	$1.61M	Buy	4,347 +525	+14%	+$177K	1.27%	20
2023 Q1	$1.23M	Sell	3,822 -27	-0.7%	-$7.97K	1.09%	26
2022 Q4	$1.02M	Buy	+3,849	New	+$1.06M	1.04%	27

Other funds holding QQQ

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HF Advisory Group's QQQ Position: Q3 2026 in Review

HF Advisory Group increased its Invesco QQQ Trust (QQQ) stake by 2.2% in Q3 2026, buying an estimated $87.2K and bringing the position to 5,779 shares worth $4.28M. The position accounts for 1.27% of the portfolio, ranked #21.

HF Advisory Group first reported a position in QQQ in Q4 2022 and has held it in 16 quarters since. 967 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

HF Advisory Group held 5,779 shares of Invesco QQQ Trust worth $4.28M as of Q3 2026.
HF Advisory Group bought 122 Invesco QQQ Trust shares in Q3 2026, an estimated $87.2K.
Invesco QQQ Trust made up 1.27% of HF Advisory Group's portfolio in Q3 2026, its #21 holding.
HF Advisory Group first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 16 quarters since.
967 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.