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

HFG 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
2026
Q1 		$1.04M Buy
1,795
+2
+0.1% +$1.22K 0.57% 28
2025
Q4 		$1.1M Buy
1,793
+4
+0.2% +$2.46K 0.61% 27
2025
Q3 		$1.07M Buy
1,789
+3
+0.2% +$1.72K 0.58% 28
2025
Q2 		$838K Sell
1,786
-2
-0.1% -$995 0.51% 29
2025
Q1 		$914K Sell
1,788
-176
-9% -$89.4K 0.55% 29
2024
Q4 		$959K Buy
1,964
+103
+6% +$52.1K 0.62% 25
2024
Q3 		$892K Hold
1,861
– – 0.57% 26
2024
Q2 		$892K Buy
1,861
+2
+0.1% +$900 0.57% 26
2024
Q1 		$825K Sell
1,859
-18,546
-91% -$7.95M 0.49% 24
2023
Q4 		$8.36M Buy
+20,405
New +$7.75M 2.05% 14
2023
Q1 		$6.33M Buy
+19,734
New +$5.82M 1.31% 18

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HFG Wealth Management's QQQ Position: Q1 2026 in Review

HFG Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 0.11% in Q1 2026, buying an estimated $1.22K and bringing the position to 1,795 shares worth $1.04M. The position accounts for 0.57% of the portfolio, ranked #28.

HFG Wealth Management first reported a position in QQQ in Q1 2023 and has held it in 11 quarters since. The position peaked at $8.36M in Q4 2023. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • HFG Wealth Management held 1,795 shares of Invesco QQQ Trust worth $1.04M as of Q1 2026.
  • HFG Wealth Management bought 2 Invesco QQQ Trust shares in Q1 2026, an estimated $1.22K.
  • Invesco QQQ Trust made up 0.57% of HFG Wealth Management's portfolio in Q1 2026, its #28 holding.
  • HFG Wealth Management first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 11 quarters since.
  • HFG Wealth Management's Invesco QQQ Trust position peaked at $8.36M in Q4 2023.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.