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 Q2	–	Sell	-1,795	Closed	-$1.04M	–	52
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HFG Wealth Management's QQQ Position: Q2 2026 in Review

HFG Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q2 2026, closing a stake of 1,795 shares — an estimated $1.04M sold.

HFG Wealth Management first reported a position in QQQ in Q1 2023 and held it in 11 quarters. The position peaked at $8.36M in Q4 2023. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

HFG Wealth Management reported no remaining Invesco QQQ Trust position as of Q2 2026 after selling out during the quarter.
HFG Wealth Management sold 1,795 Invesco QQQ Trust shares in Q2 2026, an estimated $1.04M.
HFG Wealth Management first reported a position in Invesco QQQ Trust in Q1 2023 and held it in 11 quarters.
HFG Wealth Management's Invesco QQQ Trust position peaked at $8.36M in Q4 2023.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.